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 | $464,169 | $100,754+360.7% | $86,677+435.5% | $134,475+245.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.18% | 29.04%-39.2pp | 35.91%-46.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $39,481 | $3,489+1031.5% | $2,836+1291.9% | $4,740+733.0% |
| Participant deferral / active EE | $13,273 | $5,338+148.7% | $4,656+185.1% | $6,400+107.4% |
| Admin fee / account holder | $120,355 | $10,926+1001.5% | $7,493+1506.2% | $11,426+953.4% |