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 | $366,600 | $64,707+466.6% | $112,228+226.7% | $68,494+435.2% |
| Participation rate | 97.1% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.2pp |
| Annual return | -18.05% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $8,074 | $2,746+194.0% | $3,635+122.1% | $2,596+211.0% |
| Participant deferral / active EE | $13,006 | $3,565+264.9% | $4,728+175.1% | $4,027+223.0% |
| Admin fee / account holder | $8,391 | $5,232+60.4% | $6,410+30.9% | $5,403+55.3% |