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 | $388,782 | $100,754+285.9% | $86,677+348.5% | $134,475+189.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.42% | 29.04%-43.5pp | 35.91%-50.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $15,092 | $3,489+332.5% | $2,836+432.1% | $4,740+218.4% |
| Participant deferral / active EE | $21,053 | $5,338+294.4% | $4,656+352.2% | $6,400+229.0% |
| Admin fee / account holder | $57,475 | $10,926+426.0% | $7,493+667.0% | $11,426+403.0% |