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 | $391,221 | $81,900+377.7% | $119,609+227.1% | $68,494+471.2% |
| Participation rate | 91.2% | 71.9%+19.3pp | 79.3%+11.9pp | 67.9%+23.3pp |
| Annual return | -14.96% | -23.82%+8.9pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $9,380 | $2,693+248.3% | $4,232+121.6% | $2,596+261.3% |
| Participant deferral / active EE | $8,928 | $4,148+115.3% | $5,602+59.4% | $4,027+121.7% |
| Admin fee / account holder | $16,597 | $6,582+152.2% | $10,323+60.8% | $5,403+207.2% |