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 | $621,517 | $100,754+516.9% | $86,677+617.1% | $134,475+362.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.60% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,687 | $3,489+34.3% | $2,836+65.2% | $4,740-1.1% |
| Participant deferral / active EE | $9,339 | $5,338+75.0% | $4,656+100.6% | $6,400+45.9% |
| Admin fee / account holder | $20,159 | $10,926+84.5% | $7,493+169.0% | $11,426+76.4% |