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 | $334,850 | $81,900+308.9% | $119,609+180.0% | $68,494+388.9% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.3%+18.5pp | 67.9%+29.9pp |
| Annual return | -15.38% | -23.82%+8.4pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $14,013 | $2,693+420.3% | $4,232+231.1% | $2,596+439.7% |
| Participant deferral / active EE | $12,687 | $4,148+205.9% | $5,602+126.5% | $4,027+215.0% |
| Admin fee / account holder | $10,967 | $6,582+66.6% | $10,323+6.2% | $5,403+103.0% |