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 | $311,826 | $100,754+209.5% | $86,677+259.8% | $134,475+131.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.47% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,529 | $3,489-27.5% | $2,836-10.9% | $4,740-46.6% |
| Participant deferral / active EE | $7,929 | $5,338+48.5% | $4,656+70.3% | $6,400+23.9% |
| Admin fee / account holder | $4,195 | $10,926-61.6% | $7,493-44.0% | $11,426-63.3% |