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 | $349,671 | $81,900+326.9% | $119,609+192.3% | $68,494+410.5% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | -16.56% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $9,840 | $2,693+265.3% | $4,232+132.5% | $2,596+279.0% |
| Participant deferral / active EE | $10,328 | $4,148+149.0% | $5,602+84.4% | $4,027+156.4% |
| Admin fee / account holder | $10,425 | $6,582+58.4% | $10,323+1.0% | $5,403+93.0% |