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 5-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 | $268,909 | $100,754+166.9% | $86,677+210.2% | $134,475+100.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -2.64% | 29.04%-31.7pp | 35.91%-38.5pp | 417.96%-420.6pp |
| Employer contribution / active EE | $11,601 | $3,489+232.5% | $2,836+309.0% | $4,740+144.8% |
| Participant deferral / active EE | $4,274 | $5,338-19.9% | $4,656-8.2% | $6,400-33.2% |
| Admin fee / account holder | $10,802 | $10,926-1.1% | $7,493+44.2% | $11,426-5.5% |