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 | $370,602 | $76,912+381.9% | $129,110+187.0% | $68,494+441.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | 15.39% | -9.78%+25.2pp | -10.94%+26.3pp | -7.84%+23.2pp |
| Employer contribution / active EE | $7,020 | $3,243+116.5% | $5,052+39.0% | $2,596+170.4% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,542-100.0% | $4,027-100.0% |
| Admin fee / account holder | $156,317 | $6,638+2255.0% | $14,302+993.0% | $5,403+2793.3% |