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 | $334,381 | $100,754+231.9% | $86,677+285.8% | $134,475+148.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.74% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $16,444 | $3,489+371.3% | $2,836+479.8% | $4,740+246.9% |
| Participant deferral / active EE | $9,433 | $5,338+76.7% | $4,656+102.6% | $6,400+47.4% |
| Admin fee / account holder | $4,230 | $10,926-61.3% | $7,493-43.6% | $11,426-63.0% |