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 | $621,353 | $133,958+363.8% | $112,228+453.7% | $134,475+362.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.88% | 47.11%-59.0pp | 27.45%-39.3pp | 417.96%-429.8pp |
| Employer contribution / active EE | $35,206 | $4,038+771.9% | $3,635+868.6% | $4,740+642.8% |
| Participant deferral / active EE | $24,833 | $5,291+369.4% | $4,728+425.2% | $6,400+288.0% |
| Admin fee / account holder | $263,963 | $7,489+3424.9% | $6,410+4018.0% | $11,426+2210.2% |