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 | $322,720 | $100,754+220.3% | $86,677+272.3% | $134,475+140.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.25% | 29.04%-43.3pp | 35.91%-50.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $15,533 | $3,489+345.2% | $2,836+447.6% | $4,740+227.7% |
| Participant deferral / active EE | $7,068 | $5,338+32.4% | $4,656+51.8% | $6,400+10.4% |
| Admin fee / account holder | $2,853 | $10,926-73.9% | $7,493-61.9% | $11,426-75.0% |