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 | $265,987 | $100,754+164.0% | $86,677+206.9% | $134,475+97.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.35% | 29.04%-42.4pp | 35.91%-49.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $14,198 | $3,489+306.9% | $2,836+400.6% | $4,740+199.6% |
| Participant deferral / active EE | $6,583 | $5,338+23.3% | $4,656+41.4% | $6,400+2.9% |
| Admin fee / account holder | $35,955 | $10,926+229.1% | $7,493+379.8% | $11,426+214.7% |