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 | $294,356 | $61,774+376.5% | $97,226+202.8% | $80,856+264.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 12.45% | -557.90%+570.4pp | 75.13%-62.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $10,868 | $1,837+491.8% | $2,729+298.3% | $2,755+294.5% |
| Participant deferral / active EE | $2,820 | $3,029-6.9% | $4,264-33.9% | $4,296-34.4% |
| Admin fee / account holder | $5,717 | $5,166+10.7% | $5,654+1.1% | $6,918-17.4% |