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 | $520,198 | $133,958+288.3% | $112,228+363.5% | $134,475+286.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.37% | 47.11%-61.5pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $11,634 | $4,038+188.1% | $3,635+220.1% | $4,740+145.5% |
| Participant deferral / active EE | $11,487 | $5,291+117.1% | $4,728+143.0% | $6,400+79.5% |
| Admin fee / account holder | $32,374 | $7,489+332.3% | $6,410+405.1% | $11,426+183.3% |