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 | $536,697 | $77,813+589.7% | $123,544+334.4% | $64,186+736.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.51% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $19,596 | $3,014+550.2% | $4,628+323.4% | $2,381+723.1% |
| Participant deferral / active EE | $10,668 | $5,240+103.6% | $6,426+66.0% | $3,470+207.5% |
| Admin fee / account holder | $16,679 | $5,519+202.2% | $9,284+79.7% | $4,888+241.2% |