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 | $269,360 | $133,958+101.1% | $112,228+140.0% | $134,475+100.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.10% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $10,409 | $4,038+157.8% | $3,635+186.4% | $4,740+119.6% |
| Participant deferral / active EE | $13,137 | $5,291+148.3% | $4,728+177.9% | $6,400+105.3% |
| Admin fee / account holder | $1,377 | $7,489-81.6% | $6,410-78.5% | $11,426-87.9% |