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 | $362,839 | $71,883+404.8% | $86,677+318.6% | $68,494+429.7% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.5pp |
| Annual return | -16.15% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $6,856 | $2,173+215.5% | $2,836+141.7% | $2,596+164.1% |
| Participant deferral / active EE | $13,164 | $3,779+248.4% | $4,656+182.7% | $4,027+226.9% |
| Admin fee / account holder | $1,966 | $6,112-67.8% | $7,493-73.8% | $5,403-63.6% |