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 | $449,439 | $81,900+448.8% | $119,609+275.8% | $68,494+556.2% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | -5.97% | -23.82%+17.8pp | -14.97%+9.0pp | -7.84%+1.9pp |
| Employer contribution / active EE | $22,986 | $2,693+753.4% | $4,232+443.2% | $2,596+785.4% |
| Participant deferral / active EE | $7,580 | $4,148+82.8% | $5,602+35.3% | $4,027+88.2% |
| Admin fee / account holder | $11,412 | $6,582+73.4% | $10,323+10.5% | $5,403+111.2% |