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 | $620,775 | $82,286+654.4% | $68,791+802.4% | $134,475+361.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.08% | -2.19%-4.9pp | -6.38%-0.7pp | 417.96%-425.0pp |
| Employer contribution / active EE | $7,322 | $3,301+121.8% | $2,655+175.7% | $4,740+54.5% |
| Participant deferral / active EE | $15,314 | $4,739+223.2% | $3,941+288.6% | $6,400+139.3% |
| Admin fee / account holder | $4,582 | $6,481-29.3% | $4,932-7.1% | $11,426-59.9% |