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 | $453,588 | $56,357+704.9% | $104,294+334.9% | $68,494+562.2% |
| Participation rate | 96.6% | 63.3%+33.3pp | 73.3%+23.3pp | 67.9%+28.7pp |
| Annual return | -14.11% | -9.19%-4.9pp | 24.61%-38.7pp | -7.84%-6.3pp |
| Employer contribution / active EE | $8,414 | $1,960+329.2% | $3,372+149.5% | $2,596+224.1% |
| Participant deferral / active EE | $8,492 | $3,077+176.0% | $4,625+83.6% | $4,027+110.9% |
| Admin fee / account holder | $120,968 | $4,903+2367.5% | $7,339+1548.2% | $5,403+2139.0% |