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 | $311,557 | $64,707+381.5% | $112,228+177.6% | $68,494+354.9% |
| Participation rate | 96.1% | 67.2%+28.9pp | 75.1%+21.0pp | 67.9%+28.2pp |
| Annual return | -15.04% | -11.40%-3.6pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $10,701 | $2,746+289.7% | $3,635+194.4% | $2,596+312.2% |
| Participant deferral / active EE | $14,545 | $3,565+308.0% | $4,728+207.6% | $4,027+261.2% |
| Admin fee / account holder | $44,250 | $5,232+745.7% | $6,410+590.3% | $5,403+719.0% |