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 | $254,962 | $100,754+153.1% | $86,677+194.2% | $134,475+89.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.83% | 29.04%-45.9pp | 35.91%-52.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $7,190 | $3,489+106.1% | $2,836+153.5% | $4,740+51.7% |
| Participant deferral / active EE | $4,708 | $5,338-11.8% | $4,656+1.1% | $6,400-26.4% |
| Admin fee / account holder | $10,102 | $10,926-7.5% | $7,493+34.8% | $11,426-11.6% |