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 | $292,756 | $133,958+118.5% | $112,228+160.9% | $134,475+117.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.32% | 47.11%-60.4pp | 27.45%-40.8pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,899 | $4,038-53.0% | $3,635-47.8% | $4,740-59.9% |
| Participant deferral / active EE | $19,248 | $5,291+263.8% | $4,728+307.1% | $6,400+200.8% |
| Admin fee / account holder | $1,866 | $7,489-75.1% | $6,410-70.9% | $11,426-83.7% |