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 | $405,853 | $133,958+203.0% | $112,228+261.6% | $134,475+201.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.43% | 47.11%-62.5pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $17,266 | $4,038+327.6% | $3,635+375.0% | $4,740+264.3% |
| Participant deferral / active EE | $10,517 | $5,291+98.8% | $4,728+122.5% | $6,400+64.3% |
| Admin fee / account holder | $25,468 | $7,489+240.1% | $6,410+297.3% | $11,426+122.9% |