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 | $515,142 | $129,942+296.4% | $104,294+393.9% | $134,475+283.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -4.92% | 42.03%-47.0pp | 24.61%-29.5pp | 417.96%-422.9pp |
| Employer contribution / active EE | $7,750 | $4,184+85.2% | $3,372+129.9% | $4,740+63.5% |
| Participant deferral / active EE | $25,000 | $5,588+347.4% | $4,625+440.5% | $6,400+290.6% |
| Admin fee / account holder | $7,216 | $9,323-22.6% | $7,339-1.7% | $11,426-36.8% |