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 | $332,168 | $129,942+155.6% | $104,294+218.5% | $134,475+147.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.56% | 42.03%-53.6pp | 24.61%-36.2pp | 417.96%-429.5pp |
| Employer contribution / active EE | $35,692 | $4,184+753.0% | $3,372+958.6% | $4,740+653.1% |
| Participant deferral / active EE | $23,687 | $5,588+323.9% | $4,625+412.2% | $6,400+270.1% |
| Admin fee / account holder | $264,885 | $9,323+2741.2% | $7,339+3509.1% | $11,426+2218.3% |