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 | $287,683 | $85,790+235.3% | $67,313+327.4% | $135,375+112.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.00% | -0.54%-5.5pp | -4.08%-1.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $21,125 | $3,487+505.8% | $2,566+723.4% | $4,779+342.1% |
| Participant deferral / active EE | $18,500 | $4,651+297.8% | $3,568+418.5% | $5,609+229.8% |
| Admin fee / account holder | $1,763 | $6,392-72.4% | $4,507-60.9% | $10,827-83.7% |