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 | $410,845 | $167,307+145.6% | $143,757+185.8% | $134,475+205.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -16.14% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $11,276 | $5,619+100.7% | $4,951+127.7% | $4,740+137.9% |
| Participant deferral / active EE | $6,687 | $6,446+3.7% | $5,637+18.6% | $6,400+4.5% |
| Admin fee / account holder | $19,356 | $18,088+7.0% | $14,673+31.9% | $11,426+69.4% |