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 | $628,254 | $167,484+275.1% | $151,611+314.4% | $134,475+367.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.85% | 7.80%-22.6pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $16,219 | $6,829+137.5% | $6,166+163.0% | $4,740+242.2% |
| Participant deferral / active EE | $20,000 | $8,986+122.6% | $8,363+139.1% | $6,400+212.5% |
| Admin fee / account holder | $1,289 | $13,783-90.7% | $11,616-88.9% | $11,426-88.7% |