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 | $410,489 | $110,094+272.9% | $151,611+170.8% | $68,494+499.3% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -15.53% | -10.12%-5.4pp | 3.33%-18.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $5,593 | $4,471+25.1% | $6,166-9.3% | $2,596+115.4% |
| Participant deferral / active EE | $18,754 | $6,527+187.3% | $8,363+124.2% | $4,027+365.7% |
| Admin fee / account holder | $28,229 | $7,719+265.7% | $11,616+143.0% | $5,403+422.5% |