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 | $287,395 | $129,942+121.2% | $104,294+175.6% | $134,475+113.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.92% | 42.03%-53.9pp | 24.61%-36.5pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,147 | $4,184-72.6% | $3,372-66.0% | $4,740-75.8% |
| Participant deferral / active EE | $8,825 | $5,588+57.9% | $4,625+90.8% | $6,400+37.9% |
| Admin fee / account holder | $1,329 | $9,323-85.7% | $7,339-81.9% | $11,426-88.4% |