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 | $560,475 | $100,754+456.3% | $86,677+546.6% | $134,475+316.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.72% | 29.04%-41.8pp | 35.91%-48.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $9,129 | $3,489+161.6% | $2,836+221.8% | $4,740+92.6% |
| Participant deferral / active EE | $7,479 | $5,338+40.1% | $4,656+60.6% | $6,400+16.9% |
| Admin fee / account holder | $14,949 | $10,926+36.8% | $7,493+99.5% | $11,426+30.8% |