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 | $390,231 | $81,900+376.5% | $119,609+226.3% | $68,494+469.7% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -12.66% | -23.82%+11.2pp | -14.97%+2.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $8,235 | $2,693+205.7% | $4,232+94.6% | $2,596+217.2% |
| Participant deferral / active EE | $8,879 | $4,148+114.1% | $5,602+58.5% | $4,027+120.5% |
| Admin fee / account holder | $62,128 | $6,582+843.9% | $10,323+501.8% | $5,403+1049.9% |