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 | $489,234 | $152,509+220.8% | $117,472+316.5% | $134,475+263.8% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -16.83% | 52.99%-69.8pp | 29.74%-46.6pp | 417.96%-434.8pp |
| Employer contribution / active EE | $10,750 | $5,571+93.0% | $4,176+157.4% | $4,740+126.8% |
| Participant deferral / active EE | $7,051 | $4,818+46.3% | $4,070+73.2% | $6,400+10.2% |
| Admin fee / account holder | $3,827 | $7,004-45.4% | $5,645-32.2% | $11,426-66.5% |