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 | $475,344 | $82,664+475.0% | $125,339+279.2% | $68,494+594.0% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -16.55% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $18,047 | $3,381+433.8% | $4,814+274.9% | $2,596+595.1% |
| Participant deferral / active EE | $13,047 | $6,110+113.5% | $7,446+75.2% | $4,027+224.0% |
| Admin fee / account holder | $10,591 | $6,275+68.8% | $10,010+5.8% | $5,403+96.0% |