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 | $545,161 | $100,754+441.1% | $86,677+529.0% | $134,475+305.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.03% | 29.04%-42.1pp | 35.91%-48.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $40,500 | $3,489+1060.7% | $2,836+1327.9% | $4,740+754.5% |
| Participant deferral / active EE | $24,833 | $5,338+365.2% | $4,656+433.4% | $6,400+288.0% |
| Admin fee / account holder | $4,493 | $10,926-58.9% | $7,493-40.0% | $11,426-60.7% |