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 | $463,121 | $167,484+176.5% | $151,611+205.5% | $134,475+244.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.55% | 7.80%-15.3pp | 3.33%-10.9pp | 417.96%-425.5pp |
| Employer contribution / active EE | $12,500 | $6,829+83.0% | $6,166+102.7% | $4,740+163.7% |
| Participant deferral / active EE | $18,363 | $8,986+104.4% | $8,363+119.6% | $6,400+186.9% |
| Admin fee / account holder | $191,226 | $13,783+1287.4% | $11,616+1546.2% | $11,426+1573.6% |