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 | $321,293 | $82,286+290.5% | $68,791+367.1% | $134,475+138.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.28% | -2.19%-13.1pp | -6.38%-8.9pp | 417.96%-433.2pp |
| Employer contribution / active EE | $15,528 | $3,301+370.5% | $2,655+484.8% | $4,740+227.6% |
| Participant deferral / active EE | $4,315 | $4,739-8.9% | $3,941+9.5% | $6,400-32.6% |
| Admin fee / account holder | $14,439 | $6,481+122.8% | $4,932+192.8% | $11,426+26.4% |