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 | $372,875 | $133,958+178.4% | $112,228+232.2% | $134,475+177.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.44% | 47.11%-60.6pp | 27.45%-40.9pp | 417.96%-431.4pp |
| Employer contribution / active EE | $27,140 | $4,038+572.1% | $3,635+646.7% | $4,740+472.6% |
| Participant deferral / active EE | $12,345 | $5,291+133.3% | $4,728+161.1% | $6,400+92.9% |
| Admin fee / account holder | $7,315 | $7,489-2.3% | $6,410+14.1% | $11,426-36.0% |