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 | $406,949 | $87,540+364.9% | $75,781+437.0% | $125,391+224.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.50% | 13.48%-15.0pp | 9.68%-11.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $14,568 | $3,930+270.7% | $3,323+338.4% | $4,866+199.4% |
| Participant deferral / active EE | $1,536 | $4,229-63.7% | $3,651-57.9% | $5,352-71.3% |
| Admin fee / account holder | $7,767 | $6,502+19.5% | $5,299+46.6% | $9,540-18.6% |