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 | $266,168 | $133,958+98.7% | $112,228+137.2% | $134,475+97.9% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -11.76% | 47.11%-58.9pp | 27.45%-39.2pp | 417.96%-429.7pp |
| Employer contribution / active EE | $11,021 | $4,038+172.9% | $3,635+203.2% | $4,740+132.5% |
| Participant deferral / active EE | $16,122 | $5,291+204.7% | $4,728+241.0% | $6,400+151.9% |
| Admin fee / account holder | $44,250 | $7,489+490.9% | $6,410+590.3% | $11,426+287.3% |