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 | $290,896 | $64,707+349.6% | $112,228+159.2% | $68,494+324.7% |
| Participation rate | 98.0% | 67.2%+30.9pp | 75.1%+23.0pp | 67.9%+30.2pp |
| Annual return | -17.01% | -11.40%-5.6pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $18,430 | $2,746+571.2% | $3,635+407.1% | $2,596+609.9% |
| Participant deferral / active EE | $12,825 | $3,565+259.8% | $4,728+171.2% | $4,027+218.5% |
| Admin fee / account holder | $43,285 | $5,232+727.3% | $6,410+575.3% | $5,403+701.2% |