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 | $463,215 | $82,286+462.9% | $68,791+573.4% | $134,475+244.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.90% | -2.19%-12.7pp | -6.38%-8.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $8,838 | $3,301+167.8% | $2,655+232.9% | $4,740+86.5% |
| Participant deferral / active EE | $6,750 | $4,739+42.4% | $3,941+71.3% | $6,400+5.5% |
| Admin fee / account holder | $1,665 | $6,481-74.3% | $4,932-66.2% | $11,426-85.4% |