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 | $409,653 | $82,664+395.6% | $125,339+226.8% | $68,494+498.1% |
| Participation rate | 97.7% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.8pp |
| Annual return | -13.22% | -5.97%-7.3pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $26,277 | $3,381+677.2% | $4,814+445.9% | $2,596+912.1% |
| Participant deferral / active EE | $5,697 | $6,110-6.8% | $7,446-23.5% | $4,027+41.5% |
| Admin fee / account holder | $15,943 | $6,275+154.1% | $10,010+59.3% | $5,403+195.1% |