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 | $723,150 | $133,958+439.8% | $112,228+544.4% | $134,475+437.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.10% | 47.11%-58.2pp | 27.45%-38.5pp | 417.96%-429.1pp |
| Employer contribution / active EE | $4,120 | $4,038+2.0% | $3,635+13.4% | $4,740-13.1% |
| Participant deferral / active EE | $25,000 | $5,291+372.5% | $4,728+428.8% | $6,400+290.6% |
| Admin fee / account holder | $5,839 | $7,489-22.0% | $6,410-8.9% | $11,426-48.9% |