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 9-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 | $526,867 | $85,790+514.1% | $67,313+682.7% | $135,375+289.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.93% | -0.54%-8.4pp | -4.08%-4.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $9,765 | $3,487+180.0% | $2,566+280.6% | $4,779+104.3% |
| Participant deferral / active EE | $21,946 | $4,651+371.9% | $3,568+515.0% | $5,609+291.3% |
| Admin fee / account holder | $11,203 | $6,392+75.3% | $4,507+148.6% | $10,827+3.5% |