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 | $608,380 | $100,754+503.8% | $86,677+601.9% | $134,475+352.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.18% | 29.04%-39.2pp | 35.91%-46.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $12,089 | $3,489+246.5% | $2,836+326.2% | $4,740+155.1% |
| Participant deferral / active EE | $5,614 | $5,338+5.2% | $4,656+20.6% | $6,400-12.3% |
| Admin fee / account holder | $12,002 | $10,926+9.8% | $7,493+60.2% | $11,426+5.0% |