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 | $647,859 | $133,958+383.6% | $112,228+477.3% | $134,475+381.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.62% | 47.11%-63.7pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $13,990 | $4,038+246.4% | $3,635+284.9% | $4,740+195.2% |
| Participant deferral / active EE | $9,480 | $5,291+79.2% | $4,728+100.5% | $6,400+48.1% |
| Admin fee / account holder | $29,727 | $7,489+297.0% | $6,410+363.8% | $11,426+160.2% |