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 | $330,576 | $133,958+146.8% | $112,228+194.6% | $134,475+145.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.68% | 47.11%-55.8pp | 27.45%-36.1pp | 417.96%-426.6pp |
| Employer contribution / active EE | $21,274 | $4,038+426.8% | $3,635+485.3% | $4,740+348.8% |
| Participant deferral / active EE | $12,857 | $5,291+143.0% | $4,728+171.9% | $6,400+100.9% |
| Admin fee / account holder | $85,312 | $7,489+1039.2% | $6,410+1230.9% | $11,426+646.7% |