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 | $430,289 | $91,538+370.1% | $129,995+231.0% | $75,163+472.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.62% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $8,179 | $2,845+187.4% | $4,320+89.3% | $2,670+206.3% |
| Participant deferral / active EE | $13,322 | $4,341+206.9% | $5,820+128.9% | $4,125+223.0% |
| Admin fee / account holder | $4,540 | $6,790-33.1% | $10,614-57.2% | $5,651-19.7% |