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 | $398,369 | $129,942+206.6% | $104,294+282.0% | $134,475+196.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -5.18% | 42.03%-47.2pp | 24.61%-29.8pp | 417.96%-423.1pp |
| Employer contribution / active EE | $1,420 | $4,184-66.1% | $3,372-57.9% | $4,740-70.0% |
| Participant deferral / active EE | $8,435 | $5,588+51.0% | $4,625+82.4% | $6,400+31.8% |
| Admin fee / account holder | $2,597 | $9,323-72.1% | $7,339-64.6% | $11,426-77.3% |