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 7-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 | $570,225 | $167,484+240.5% | $151,611+276.1% | $134,475+324.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.06% | 7.80%-13.9pp | 3.33%-9.4pp | 417.96%-424.0pp |
| Employer contribution / active EE | $14,259 | $6,829+108.8% | $6,166+131.3% | $4,740+200.8% |
| Participant deferral / active EE | $9,410 | $8,986+4.7% | $8,363+12.5% | $6,400+47.0% |
| Admin fee / account holder | $70,422 | $13,783+410.9% | $11,616+506.3% | $11,426+516.3% |