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 | $274,531 | $100,754+172.5% | $86,677+216.7% | $134,475+104.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.24% | 29.04%-41.3pp | 35.91%-48.1pp | 417.96%-430.2pp |
| Employer contribution / active EE | $16,163 | $3,489+363.2% | $2,836+469.8% | $4,740+241.0% |
| Participant deferral / active EE | $3,538 | $5,338-33.7% | $4,656-24.0% | $6,400-44.7% |
| Admin fee / account holder | $8,235 | $10,926-24.6% | $7,493+9.9% | $11,426-27.9% |