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 | $303,004 | $73,004+315.1% | $90,749+233.9% | $68,494+342.4% |
| Participation rate | 93.5% | 70.8%+22.7pp | 75.7%+17.9pp | 67.9%+25.7pp |
| Annual return | -6.09% | -13.81%+7.7pp | -12.16%+6.1pp | -7.84%+1.8pp |
| Employer contribution / active EE | $4,326 | $2,193+97.3% | $2,921+48.1% | $2,596+66.6% |
| Participant deferral / active EE | $9,460 | $3,627+160.8% | $4,564+107.3% | $4,027+134.9% |
| Admin fee / account holder | $44,601 | $5,896+656.5% | $8,445+428.2% | $5,403+725.5% |