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 | $493,181 | $73,867+567.7% | $143,757+243.1% | $68,494+620.0% |
| Participation rate | 94.6% | 66.7%+27.9pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -14.90% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $13,510 | $3,184+324.3% | $4,951+172.9% | $2,596+420.4% |
| Participant deferral / active EE | $12,636 | $3,384+273.3% | $5,637+124.2% | $4,027+213.8% |
| Admin fee / account holder | $25,004 | $5,755+334.5% | $14,673+70.4% | $5,403+362.8% |