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 | $657,406 | $133,958+390.8% | $112,228+485.8% | $134,475+388.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.58% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $19,338 | $4,038+378.9% | $3,635+432.1% | $4,740+308.0% |
| Participant deferral / active EE | $7,733 | $5,291+46.2% | $4,728+63.6% | $6,400+20.8% |
| Admin fee / account holder | $14,176 | $7,489+89.3% | $6,410+121.2% | $11,426+24.1% |