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 | $331,127 | $138,065+139.8% | $123,544+168.0% | $135,375+144.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.12% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $7,835 | $5,151+52.1% | $4,628+69.3% | $4,779+64.0% |
| Participant deferral / active EE | $17,613 | $6,799+159.0% | $6,426+174.1% | $5,609+214.0% |
| Admin fee / account holder | $5,084 | $10,916-53.4% | $9,284-45.2% | $10,827-53.0% |