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 | $528,904 | $85,790+516.5% | $67,313+685.7% | $135,375+290.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.52% | -0.54%-7.0pp | -4.08%-3.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $16,328 | $3,487+368.2% | $2,566+536.4% | $4,779+241.7% |
| Participant deferral / active EE | $8,380 | $4,651+80.2% | $3,568+134.8% | $5,609+49.4% |
| Admin fee / account holder | $3,759 | $6,392-41.2% | $4,507-16.6% | $10,827-65.3% |