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 | $397,713 | $73,004+444.8% | $90,749+338.3% | $68,494+480.7% |
| Participation rate | 79.2% | 70.8%+8.3pp | 75.7%+3.5pp | 67.9%+11.3pp |
| Annual return | -15.13% | -13.81%-1.3pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $8,868 | $2,193+304.4% | $2,921+203.6% | $2,596+241.6% |
| Participant deferral / active EE | $3,087 | $3,627-14.9% | $4,564-32.4% | $4,027-23.3% |
| Admin fee / account holder | $12,411 | $5,896+110.5% | $8,445+47.0% | $5,403+129.7% |