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 | $274,348 | $127,386+115.4% | $115,037+138.5% | $125,391+118.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.81% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $18,525 | $5,166+258.6% | $4,608+302.0% | $4,866+280.7% |
| Participant deferral / active EE | $16,000 | $6,423+149.1% | $6,026+165.5% | $5,352+199.0% |
| Admin fee / account holder | $1,761 | $9,516-81.5% | $8,175-78.5% | $9,540-81.5% |