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 | $356,472 | $99,032+260.0% | $80,019+345.5% | $135,375+163.3% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -6.15% | 15.39%-21.5pp | 11.22%-17.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $9,290 | $3,043+205.3% | $2,468+276.4% | $4,779+94.4% |
| Participant deferral / active EE | $8,600 | $4,282+100.8% | $3,686+133.3% | $5,609+53.3% |
| Admin fee / account holder | $24,423 | $10,436+134.0% | $6,521+274.5% | $10,827+125.6% |