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 | $354,956 | $129,942+173.2% | $104,294+240.3% | $134,475+164.0% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -17.91% | 42.03%-59.9pp | 24.61%-42.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $12,679 | $4,184+203.0% | $3,372+276.1% | $4,740+167.5% |
| Participant deferral / active EE | $8,768 | $5,588+56.9% | $4,625+89.6% | $6,400+37.0% |
| Admin fee / account holder | $4,573 | $9,323-50.9% | $7,339-37.7% | $11,426-60.0% |