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 | $703,329 | $105,860+564.4% | $90,749+675.0% | $134,475+423.0% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -9.91% | -11.01%+1.1pp | -12.16%+2.3pp | 417.96%-427.9pp |
| Employer contribution / active EE | $37,961 | $3,462+996.5% | $2,921+1199.6% | $4,740+700.9% |
| Participant deferral / active EE | $3,007 | $5,216-42.3% | $4,564-34.1% | $6,400-53.0% |
| Admin fee / account holder | $61,888 | $13,938+344.0% | $8,445+632.9% | $11,426+441.6% |