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 | $253,584 | $100,754+151.7% | $86,677+192.6% | $134,475+88.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.52% | 29.04%-38.6pp | 35.91%-45.4pp | 417.96%-427.5pp |
| Employer contribution / active EE | $3,058 | $3,489-12.4% | $2,836+7.8% | $4,740-35.5% |
| Participant deferral / active EE | $6,245 | $5,338+17.0% | $4,656+34.1% | $6,400-2.4% |
| Admin fee / account holder | $12,487 | $10,926+14.3% | $7,493+66.6% | $11,426+9.3% |