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 | $508,627 | $100,754+404.8% | $86,677+486.8% | $134,475+278.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.96% | 29.04%-49.0pp | 35.91%-55.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $34,550 | $3,489+890.2% | $2,836+1118.1% | $4,740+629.0% |
| Participant deferral / active EE | $7,439 | $5,338+39.4% | $4,656+59.8% | $6,400+16.2% |
| Admin fee / account holder | $4,901 | $10,926-55.1% | $7,493-34.6% | $11,426-57.1% |