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 | $688,256 | $63,442+984.9% | $68,791+900.5% | $66,914+928.6% |
| Participation rate | 99.1% | 60.0%+39.1pp | 69.0%+30.1pp | 69.8%+29.3pp |
| Annual return | -14.09% | -8.29%-5.8pp | -6.38%-7.7pp | 1.58%-15.7pp |
| Employer contribution / active EE | $23,495 | $1,775+1223.8% | $2,655+784.9% | $2,544+823.5% |
| Participant deferral / active EE | $10,017 | $2,945+240.2% | $3,941+154.2% | $4,237+136.4% |
| Admin fee / account holder | $39,997 | $577+6827.9% | $4,932+711.0% | $593+6642.0% |