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 | $308,420 | $82,664+273.1% | $125,339+146.1% | $68,494+350.3% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -14.12% | -5.97%-8.1pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $9,926 | $3,381+193.6% | $4,814+106.2% | $2,596+282.3% |
| Participant deferral / active EE | $13,085 | $6,110+114.1% | $7,446+75.7% | $4,027+224.9% |
| Admin fee / account holder | $15,980 | $6,275+154.7% | $10,010+59.7% | $5,403+195.8% |