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 | $340,136 | $100,754+237.6% | $86,677+292.4% | $134,475+152.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.14% | 29.04%-45.2pp | 35.91%-52.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,432 | $3,489+27.0% | $2,836+56.3% | $4,740-6.5% |
| Participant deferral / active EE | $4,097 | $5,338-23.2% | $4,656-12.0% | $6,400-36.0% |
| Admin fee / account holder | $32,750 | $10,926+199.7% | $7,493+337.1% | $11,426+186.6% |