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 | $408,610 | $64,707+531.5% | $112,228+264.1% | $68,494+496.6% |
| Participation rate | 93.5% | 67.2%+26.3pp | 75.1%+18.4pp | 67.9%+25.6pp |
| Annual return | -8.53% | -11.40%+2.9pp | 27.45%-36.0pp | -7.84%-0.7pp |
| Employer contribution / active EE | $14,459 | $2,746+426.6% | $3,635+297.8% | $2,596+456.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,187 | $5,232+37.4% | $6,410+12.1% | $5,403+33.0% |