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 | $269,599 | $100,754+167.6% | $86,677+211.0% | $134,475+100.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.48% | 29.04%-45.5pp | 35.91%-52.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $11,603 | $3,489+232.5% | $2,836+309.1% | $4,740+144.8% |
| Participant deferral / active EE | $4,697 | $5,338-12.0% | $4,656+0.9% | $6,400-26.6% |
| Admin fee / account holder | $30,919 | $10,926+183.0% | $7,493+312.6% | $11,426+170.6% |