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 | $477,071 | $100,754+373.5% | $86,677+450.4% | $134,475+254.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.11% | 29.04%-36.1pp | 35.91%-43.0pp | 417.96%-425.1pp |
| Employer contribution / active EE | $28,942 | $3,489+729.5% | $2,836+920.4% | $4,740+510.6% |
| Participant deferral / active EE | $16,633 | $5,338+211.6% | $4,656+257.3% | $6,400+159.9% |
| Admin fee / account holder | $8,441 | $10,926-22.7% | $7,493+12.6% | $11,426-26.1% |