See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,891 | $133,958+146.3% | $112,228+193.9% | $134,475+145.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.98% | 47.11%-53.1pp | 27.45%-33.4pp | 417.96%-423.9pp |
| Employer contribution / active EE | $17,276 | $4,038+327.8% | $3,635+375.3% | $4,740+264.5% |
| Participant deferral / active EE | $3,823 | $5,291-27.7% | $4,728-19.1% | $6,400-40.3% |
| Admin fee / account holder | $5,094 | $7,489-32.0% | $6,410-20.5% | $11,426-55.4% |