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 | $275,771 | $100,754+173.7% | $86,677+218.2% | $134,475+105.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.51% | 29.04%-37.5pp | 35.91%-44.4pp | 417.96%-426.5pp |
| Employer contribution / active EE | $12,125 | $3,489+247.5% | $2,836+327.5% | $4,740+155.8% |
| Participant deferral / active EE | $10,711 | $5,338+100.7% | $4,656+130.1% | $6,400+67.4% |
| Admin fee / account holder | $8,682 | $10,926-20.5% | $7,493+15.9% | $11,426-24.0% |