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 | $436,996 | $100,754+333.7% | $86,677+404.2% | $134,475+225.0% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -15.39% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $7,642 | $3,489+119.0% | $2,836+169.4% | $4,740+61.2% |
| Participant deferral / active EE | $7,300 | $5,338+36.8% | $4,656+56.8% | $6,400+14.1% |
| Admin fee / account holder | $9,790 | $10,926-10.4% | $7,493+30.6% | $11,426-14.3% |