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 | $634,581 | $92,222+588.1% | $76,768+726.6% | $135,375+368.8% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -6.33% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $9,353 | $3,216+190.8% | $2,485+276.4% | $4,779+95.7% |
| Participant deferral / active EE | $5,531 | $4,509+22.7% | $3,852+43.6% | $5,609-1.4% |
| Admin fee / account holder | $1,327 | $10,748-87.7% | $6,675-80.1% | $10,827-87.7% |