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 | $447,113 | $81,900+445.9% | $119,609+273.8% | $68,494+552.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.00% | -23.82%+6.8pp | -14.97%-2.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $6,333 | $2,693+135.1% | $4,232+49.7% | $2,596+143.9% |
| Participant deferral / active EE | $16,682 | $4,148+302.2% | $5,602+197.8% | $4,027+314.2% |
| Admin fee / account holder | $6,001 | $6,582-8.8% | $10,323-41.9% | $5,403+11.1% |