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 | $427,168 | $64,707+560.2% | $112,228+280.6% | $68,494+523.7% |
| Participation rate | 97.9% | 67.2%+30.7pp | 75.1%+22.8pp | 67.9%+30.0pp |
| Annual return | -18.04% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $8,433 | $2,746+207.1% | $3,635+132.0% | $2,596+224.8% |
| Participant deferral / active EE | $17,019 | $3,565+377.4% | $4,728+260.0% | $4,027+322.6% |
| Admin fee / account holder | $10,792 | $5,232+106.3% | $6,410+68.4% | $5,403+99.7% |