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 | $502,980 | $95,193+428.4% | $76,523+557.3% | $135,375+271.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.87% | 4.85%-11.7pp | -0.27%-6.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $7,500 | $3,302+127.1% | $2,647+183.3% | $4,779+56.9% |
| Participant deferral / active EE | $21,500 | $4,639+363.4% | $3,835+460.6% | $5,609+283.3% |
| Admin fee / account holder | $471 | $6,249-92.5% | $4,848-90.3% | $10,827-95.6% |