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 9-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 | $364,062 | $77,813+367.9% | $123,544+194.7% | $64,186+467.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.96% | 12.48%-17.4pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $20,020 | $3,014+564.3% | $4,628+332.6% | $2,381+740.9% |
| Participant deferral / active EE | $13,522 | $5,240+158.1% | $6,426+110.4% | $3,470+289.7% |
| Admin fee / account holder | $20,373 | $5,519+269.2% | $9,284+119.5% | $4,888+316.8% |