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 | $741,007 | $110,094+573.1% | $151,611+388.8% | $68,494+981.9% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -12.03% | -10.12%-1.9pp | 3.33%-15.4pp | -7.84%-4.2pp |
| Employer contribution / active EE | $25,855 | $4,471+478.3% | $6,166+319.3% | $2,596+895.8% |
| Participant deferral / active EE | $12,223 | $6,527+87.3% | $8,363+46.1% | $4,027+203.5% |
| Admin fee / account holder | $12,690 | $7,719+64.4% | $11,616+9.2% | $5,403+134.9% |