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 | $569,798 | $100,754+465.5% | $86,677+557.4% | $134,475+323.7% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -19.21% | 29.04%-48.2pp | 35.91%-55.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $7,684 | $3,489+120.2% | $2,836+170.9% | $4,740+62.1% |
| Participant deferral / active EE | $10,603 | $5,338+98.6% | $4,656+127.7% | $6,400+65.7% |
| Admin fee / account holder | $750 | $10,926-93.1% | $7,493-90.0% | $11,426-93.4% |