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 | $371,760 | $73,867+403.3% | $143,757+158.6% | $68,494+442.8% |
| Participation rate | 98.2% | 66.7%+31.6pp | 80.3%+17.9pp | 67.9%+30.4pp |
| Annual return | -17.64% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $25,963 | $3,184+715.4% | $4,951+424.4% | $2,596+900.0% |
| Participant deferral / active EE | $19,255 | $3,384+468.9% | $5,637+241.6% | $4,027+378.1% |
| Admin fee / account holder | $47,135 | $5,755+719.1% | $14,673+221.2% | $5,403+772.4% |