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 | $611,578 | $133,958+356.5% | $112,228+444.9% | $134,475+354.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.72% | 47.11%-57.8pp | 27.45%-38.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $23,139 | $4,038+473.0% | $3,635+536.6% | $4,740+388.2% |
| Participant deferral / active EE | $10,197 | $5,291+92.7% | $4,728+115.7% | $6,400+59.3% |
| Admin fee / account holder | $40,806 | $7,489+444.9% | $6,410+536.6% | $11,426+257.1% |