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 | $486,171 | $133,958+262.9% | $112,228+333.2% | $134,475+261.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.77% | 47.11%-58.9pp | 27.45%-39.2pp | 417.96%-429.7pp |
| Employer contribution / active EE | $4,229 | $4,038+4.7% | $3,635+16.3% | $4,740-10.8% |
| Participant deferral / active EE | $15,000 | $5,291+183.5% | $4,728+217.3% | $6,400+134.4% |
| Admin fee / account holder | $11,858 | $7,489+58.4% | $6,410+85.0% | $11,426+3.8% |