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 | $441,855 | $100,754+338.5% | $86,677+409.8% | $134,475+228.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.58% | 29.04%-48.6pp | 35.91%-55.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $20,733 | $3,489+494.2% | $2,836+631.0% | $4,740+337.4% |
| Participant deferral / active EE | $7,050 | $5,338+32.1% | $4,656+51.4% | $6,400+10.2% |
| Admin fee / account holder | $12,533 | $10,926+14.7% | $7,493+67.3% | $11,426+9.7% |