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 | $339,831 | $100,754+237.3% | $86,677+292.1% | $134,475+152.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.17% | 29.04%-28.9pp | 35.91%-35.7pp | 417.96%-417.8pp |
| Employer contribution / active EE | $10,094 | $3,489+189.3% | $2,836+255.9% | $4,740+113.0% |
| Participant deferral / active EE | $6,796 | $5,338+27.3% | $4,656+46.0% | $6,400+6.2% |
| Admin fee / account holder | $6,094 | $10,926-44.2% | $7,493-18.7% | $11,426-46.7% |