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 | $509,495 | $100,754+405.7% | $86,677+487.8% | $134,475+278.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.11% | 29.04%-48.1pp | 35.91%-55.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,503 | $3,489+0.4% | $2,836+23.5% | $4,740-26.1% |
| Participant deferral / active EE | $6,113 | $5,338+14.5% | $4,656+31.3% | $6,400-4.5% |
| Admin fee / account holder | $26,714 | $10,926+144.5% | $7,493+256.5% | $11,426+133.8% |