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 | $642,311 | $133,958+379.5% | $112,228+472.3% | $134,475+377.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.72% | 47.11%-64.8pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $24,297 | $4,038+501.7% | $3,635+568.5% | $4,740+412.6% |
| Participant deferral / active EE | $15,383 | $5,291+190.8% | $4,728+225.4% | $6,400+140.4% |
| Admin fee / account holder | $163,064 | $7,489+2077.5% | $6,410+2443.9% | $11,426+1327.1% |