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 7-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 | $420,096 | $100,754+317.0% | $86,677+384.7% | $134,475+212.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.75% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $7,624 | $3,489+118.5% | $2,836+168.8% | $4,740+60.8% |
| Participant deferral / active EE | $14,828 | $5,338+177.8% | $4,656+218.5% | $6,400+131.7% |
| Admin fee / account holder | $3,698 | $10,926-66.2% | $7,493-50.6% | $11,426-67.6% |