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 | $369,590 | $142,344+159.6% | $119,609+209.0% | $134,475+174.8% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -14.15% | -12.44%-1.7pp | -14.97%+0.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $19,769 | $5,222+278.6% | $4,232+367.1% | $4,740+317.1% |
| Participant deferral / active EE | $5,680 | $6,469-12.2% | $5,602+1.4% | $6,400-11.2% |
| Admin fee / account holder | $69,869 | $13,584+414.4% | $10,323+576.8% | $11,426+511.5% |