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 | $561,052 | $133,958+318.8% | $112,228+399.9% | $134,475+317.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.75% | 47.11%-58.9pp | 27.45%-39.2pp | 417.96%-429.7pp |
| Employer contribution / active EE | $16,391 | $4,038+305.9% | $3,635+351.0% | $4,740+245.8% |
| Participant deferral / active EE | $7,013 | $5,291+32.6% | $4,728+48.3% | $6,400+9.6% |
| Admin fee / account holder | $30,789 | $7,489+311.2% | $6,410+380.3% | $11,426+169.5% |