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 | $259,449 | $100,754+157.5% | $86,677+199.3% | $134,475+92.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.84% | 29.04%-46.9pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,527 | $3,489-27.6% | $2,836-10.9% | $4,740-46.7% |
| Participant deferral / active EE | $6,804 | $5,338+27.5% | $4,656+46.1% | $6,400+6.3% |
| Admin fee / account holder | $4,817 | $10,926-55.9% | $7,493-35.7% | $11,426-57.8% |