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 | $470,645 | $133,958+251.3% | $112,228+319.4% | $134,475+250.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.19% | 47.11%-55.3pp | 27.45%-35.6pp | 417.96%-426.2pp |
| Employer contribution / active EE | $27,324 | $4,038+576.7% | $3,635+651.8% | $4,740+476.5% |
| Participant deferral / active EE | $10,739 | $5,291+103.0% | $4,728+127.1% | $6,400+67.8% |
| Admin fee / account holder | $3,197 | $7,489-57.3% | $6,410-50.1% | $11,426-72.0% |