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 | $507,035 | $100,754+403.2% | $86,677+485.0% | $134,475+277.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.54% | 29.04%-38.6pp | 35.91%-45.5pp | 417.96%-427.5pp |
| Employer contribution / active EE | $11,275 | $3,489+223.1% | $2,836+297.5% | $4,740+137.9% |
| Participant deferral / active EE | $14,860 | $5,338+178.4% | $4,656+219.2% | $6,400+132.2% |
| Admin fee / account holder | $8,883 | $10,926-18.7% | $7,493+18.5% | $11,426-22.3% |