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 | $265,118 | $167,307+58.5% | $143,757+84.4% | $134,475+97.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.19% | 0.46%-12.6pp | -0.04%-12.1pp | 417.96%-430.2pp |
| Employer contribution / active EE | $11,092 | $5,619+97.4% | $4,951+124.0% | $4,740+134.0% |
| Participant deferral / active EE | $9,795 | $6,446+52.0% | $5,637+73.8% | $6,400+53.1% |
| Admin fee / account holder | $49,398 | $18,088+173.1% | $14,673+236.7% | $11,426+332.3% |