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 | $992,471 | $152,509+550.8% | $117,472+744.9% | $134,475+638.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.65% | 52.99%-65.6pp | 29.74%-42.4pp | 417.96%-430.6pp |
| Employer contribution / active EE | $24,782 | $5,571+344.8% | $4,176+493.4% | $4,740+422.9% |
| Participant deferral / active EE | $19,250 | $4,818+299.6% | $4,070+372.9% | $6,400+200.8% |
| Admin fee / account holder | $23,959 | $7,004+242.1% | $5,645+324.5% | $11,426+109.7% |