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 | $408,637 | $91,538+346.4% | $129,995+214.3% | $75,163+443.7% |
| Participation rate | 96.9% | 71.4%+25.4pp | 78.5%+18.4pp | 67.2%+29.7pp |
| Annual return | 27.83% | -631.11%+658.9pp | -137.18%+165.0pp | 160.62%-132.8pp |
| Employer contribution / active EE | $26,806 | $2,845+842.1% | $4,320+520.6% | $2,670+904.0% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $22,259 | $6,790+227.8% | $10,614+109.7% | $5,651+293.9% |