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 | $460,452 | $77,813+491.7% | $123,544+272.7% | $64,186+617.4% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.9pp |
| Annual return | -5.57% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $9,851 | $3,014+226.9% | $4,628+112.9% | $2,381+313.8% |
| Participant deferral / active EE | $7,416 | $5,240+41.5% | $6,426+15.4% | $3,470+113.7% |
| Admin fee / account holder | $52,163 | $5,519+845.2% | $9,284+461.9% | $4,888+967.2% |