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 | $378,037 | $92,222+309.9% | $76,768+392.4% | $135,375+179.3% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | -5.55% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $10,449 | $3,216+224.9% | $2,485+320.4% | $4,779+118.6% |
| Participant deferral / active EE | $12,372 | $4,509+174.4% | $3,852+221.2% | $5,609+120.6% |
| Admin fee / account holder | $40,317 | $10,748+275.1% | $6,675+504.0% | $10,827+272.4% |