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 | $279,442 | $64,707+331.9% | $112,228+149.0% | $68,494+308.0% |
| Participation rate | 82.4% | 67.2%+15.2pp | 75.1%+7.3pp | 67.9%+14.5pp |
| Annual return | -10.25% | -11.40%+1.2pp | 27.45%-37.7pp | -7.84%-2.4pp |
| Employer contribution / active EE | $26,258 | $2,746+856.3% | $3,635+622.4% | $2,596+911.4% |
| Participant deferral / active EE | $8,227 | $3,565+130.8% | $4,728+74.0% | $4,027+104.3% |
| Admin fee / account holder | $30,428 | $5,232+481.6% | $6,410+374.7% | $5,403+463.2% |