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 | $380,957 | $100,754+278.1% | $86,677+339.5% | $134,475+183.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.34% | 29.04%-47.4pp | 35.91%-54.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,165 | $3,489-9.3% | $2,836+11.6% | $4,740-33.2% |
| Participant deferral / active EE | $8,825 | $5,338+65.3% | $4,656+89.5% | $6,400+37.9% |
| Admin fee / account holder | $7,113 | $10,926-34.9% | $7,493-5.1% | $11,426-37.7% |