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 | $404,497 | $82,286+391.6% | $68,791+488.0% | $134,475+200.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.39% | -2.19%-10.2pp | -6.38%-6.0pp | 417.96%-430.4pp |
| Employer contribution / active EE | $12,500 | $3,301+278.7% | $2,655+370.8% | $4,740+163.7% |
| Participant deferral / active EE | $20,264 | $4,739+327.6% | $3,941+414.2% | $6,400+216.6% |
| Admin fee / account holder | $1,869 | $6,481-71.2% | $4,932-62.1% | $11,426-83.6% |