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 | $270,344 | $71,883+276.1% | $86,677+211.9% | $68,494+294.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.56% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $20,532 | $2,173+844.9% | $2,836+623.9% | $2,596+690.8% |
| Participant deferral / active EE | $16,550 | $3,779+338.0% | $4,656+255.5% | $4,027+311.0% |
| Admin fee / account holder | $43,252 | $6,112+607.7% | $7,493+477.2% | $5,403+700.6% |