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 | $904,071 | $105,860+754.0% | $90,749+896.2% | $134,475+572.3% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -4.30% | -11.01%+6.7pp | -12.16%+7.9pp | 417.96%-422.3pp |
| Employer contribution / active EE | $25,000 | $3,462+622.1% | $2,921+755.9% | $4,740+427.5% |
| Participant deferral / active EE | $16,171 | $5,216+210.0% | $4,564+254.3% | $6,400+152.7% |
| Admin fee / account holder | $122,094 | $13,938+776.0% | $8,445+1345.8% | $11,426+968.6% |