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 | $353,964 | $77,813+354.9% | $123,544+186.5% | $64,186+451.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.24% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $8,036 | $3,014+166.6% | $4,628+73.6% | $2,381+237.5% |
| Participant deferral / active EE | $11,990 | $5,240+128.8% | $6,426+86.6% | $3,470+245.6% |
| Admin fee / account holder | $29,348 | $5,519+431.8% | $9,284+216.1% | $4,888+500.4% |