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 | $352,867 | $69,010+411.3% | $159,960+120.6% | $68,494+415.2% |
| Participation rate | 88.9% | 65.4%+23.5pp | 78.0%+10.9pp | 67.9%+21.0pp |
| Annual return | -12.91% | -9.65%-3.3pp | 408.60%-421.5pp | -7.84%-5.1pp |
| Employer contribution / active EE | $7,051 | $2,213+218.6% | $4,226+66.9% | $2,596+171.6% |
| Participant deferral / active EE | $10,445 | $4,212+148.0% | $6,182+68.9% | $4,027+159.4% |
| Admin fee / account holder | $1,244 | $4,798-74.1% | $8,698-85.7% | $5,403-77.0% |