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 | $265,721 | $100,754+163.7% | $86,677+206.6% | $134,475+97.6% |
| 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 | $3,724 | $3,489+6.7% | $2,836+31.3% | $4,740-21.4% |
| Participant deferral / active EE | $11,760 | $5,338+120.3% | $4,656+152.6% | $6,400+83.8% |
| Admin fee / account holder | $1,020 | $10,926-90.7% | $7,493-86.4% | $11,426-91.1% |