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 7-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 | $357,414 | $167,484+113.4% | $151,611+135.7% | $134,475+165.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.12% | 7.80%-22.9pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $12,954 | $6,829+89.7% | $6,166+110.1% | $4,740+173.3% |
| Participant deferral / active EE | $11,322 | $8,986+26.0% | $8,363+35.4% | $6,400+76.9% |
| Admin fee / account holder | $35,735 | $13,783+159.3% | $11,616+207.6% | $11,426+212.8% |