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 | $518,297 | $129,942+298.9% | $104,294+397.0% | $134,475+285.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.83% | 42.03%-58.9pp | 24.61%-41.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $9,451 | $4,184+125.9% | $3,372+180.3% | $4,740+99.4% |
| Participant deferral / active EE | $7,421 | $5,588+32.8% | $4,625+60.5% | $6,400+16.0% |
| Admin fee / account holder | $112,076 | $9,323+1102.1% | $7,339+1427.0% | $11,426+880.9% |