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 | $257,957 | $97,757+163.9% | $83,848+207.6% | $135,375+90.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -0.12% | 1287.37%-1287.5pp | 850.88%-851.0pp | 519.73%-519.9pp |
| Employer contribution / active EE | $11,655 | $4,222+176.1% | $3,631+221.0% | $4,779+143.9% |
| Participant deferral / active EE | $6,890 | $4,682+47.1% | $4,082+68.8% | $5,609+22.8% |
| Admin fee / account holder | $3,142 | $6,674-52.9% | $5,478-42.6% | $10,827-71.0% |