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 | $338,673 | $100,754+236.1% | $86,677+290.7% | $134,475+151.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.94% | 29.04%-42.0pp | 35.91%-48.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $7,789 | $3,489+123.2% | $2,836+174.6% | $4,740+64.3% |
| Participant deferral / active EE | $7,091 | $5,338+32.8% | $4,656+52.3% | $6,400+10.8% |
| Admin fee / account holder | $17,603 | $10,926+61.1% | $7,493+134.9% | $11,426+54.1% |