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 | $304,662 | $100,754+202.4% | $86,677+251.5% | $134,475+126.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.86% | 29.04%-45.9pp | 35.91%-52.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,697 | $3,489-22.7% | $2,836-4.9% | $4,740-43.1% |
| Participant deferral / active EE | $9,692 | $5,338+81.6% | $4,656+108.2% | $6,400+51.4% |
| Admin fee / account holder | $52,457 | $10,926+380.1% | $7,493+600.1% | $11,426+359.1% |