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 | $729,305 | $180,449+304.2% | $154,107+373.2% | $135,375+438.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.53% | 888.09%-892.6pp | 735.12%-739.6pp | 519.73%-524.3pp |
| Employer contribution / active EE | $11,186 | $6,035+85.4% | $5,298+111.2% | $4,779+134.1% |
| Participant deferral / active EE | $16,815 | $5,806+189.6% | $5,081+231.0% | $5,609+199.8% |
| Admin fee / account holder | $2,164 | $16,143-86.6% | $13,411-83.9% | $10,827-80.0% |