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 | $486,568 | $129,942+274.4% | $104,294+366.5% | $134,475+261.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -6.04% | 42.03%-48.1pp | 24.61%-30.6pp | 417.96%-424.0pp |
| Employer contribution / active EE | $18,650 | $4,184+345.7% | $3,372+453.1% | $4,740+293.5% |
| Participant deferral / active EE | $23,750 | $5,588+325.0% | $4,625+413.5% | $6,400+271.1% |
| Admin fee / account holder | $3,551 | $9,323-61.9% | $7,339-51.6% | $11,426-68.9% |