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 | $400,808 | $167,484+139.3% | $151,611+164.4% | $134,475+198.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.02% | 7.80%-14.8pp | 3.33%-10.3pp | 417.96%-425.0pp |
| Employer contribution / active EE | $25,613 | $6,829+275.1% | $6,166+315.4% | $4,740+440.4% |
| Participant deferral / active EE | $21,892 | $8,986+143.6% | $8,363+161.8% | $6,400+242.1% |
| Admin fee / account holder | $51,582 | $13,783+274.3% | $11,616+344.1% | $11,426+351.5% |