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 | $390,024 | $100,754+287.1% | $86,677+350.0% | $134,475+190.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.76% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $9,926 | $3,489+184.5% | $2,836+249.9% | $4,740+109.4% |
| Participant deferral / active EE | $7,688 | $5,338+44.0% | $4,656+65.1% | $6,400+20.1% |
| Admin fee / account holder | $10,705 | $10,926-2.0% | $7,493+42.9% | $11,426-6.3% |