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 | $416,417 | $100,754+313.3% | $86,677+380.4% | $134,475+209.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.94% | 29.04%-46.0pp | 35.91%-52.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $17,977 | $3,489+415.2% | $2,836+533.8% | $4,740+279.3% |
| Participant deferral / active EE | $13,380 | $5,338+150.7% | $4,656+187.4% | $6,400+109.1% |
| Admin fee / account holder | $3,874 | $10,926-64.5% | $7,493-48.3% | $11,426-66.1% |