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 | $432,306 | $82,286+425.4% | $68,791+528.4% | $134,475+221.5% |
| Participation rate | 94.7% | 75.1%+19.7pp | 69.0%+25.7pp | 81.2%+13.5pp |
| Annual return | -16.14% | -2.19%-14.0pp | -6.38%-9.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $13,374 | $3,301+305.2% | $2,655+403.7% | $4,740+182.2% |
| Participant deferral / active EE | $16,532 | $4,739+248.9% | $3,941+319.5% | $6,400+158.3% |
| Admin fee / account holder | $7,955 | $6,481+22.8% | $4,932+61.3% | $11,426-30.4% |