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 | $549,221 | $95,862+472.9% | $79,550+590.4% | $134,475+308.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.40% | -2.69%-17.7pp | 0.16%-20.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $15,836 | $3,128+406.3% | $2,413+556.2% | $4,740+234.1% |
| Participant deferral / active EE | $18,306 | $4,693+290.1% | $3,985+359.3% | $6,400+186.0% |
| Admin fee / account holder | $2,414 | $9,126-73.5% | $6,832-64.7% | $11,426-78.9% |