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 6-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 | $359,836 | $64,707+456.1% | $112,228+220.6% | $68,494+425.4% |
| Participation rate | 71.9% | 67.2%+4.7pp | 75.1%-3.2pp | 67.9%+4.0pp |
| Annual return | -17.45% | -11.40%-6.0pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $10,806 | $2,746+293.5% | $3,635+197.3% | $2,596+316.2% |
| Participant deferral / active EE | $12,935 | $3,565+262.9% | $4,728+173.6% | $4,027+221.2% |
| Admin fee / account holder | $24,682 | $5,232+371.7% | $6,410+285.0% | $5,403+356.8% |