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 | $308,029 | $72,404+325.4% | $110,238+179.4% | $64,186+379.9% |
| Participation rate | 88.6% | 73.3%+15.2pp | 79.8%+8.8pp | 69.6%+19.0pp |
| Annual return | -4.02% | -6.29%+2.3pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $7,954 | $2,282+248.6% | $3,826+107.9% | $2,381+234.1% |
| Participant deferral / active EE | $9,299 | $3,469+168.0% | $4,672+99.0% | $3,470+168.0% |
| Admin fee / account holder | $12,669 | $5,664+123.7% | $8,547+48.2% | $4,888+159.2% |