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 | $456,648 | $77,813+486.8% | $123,544+269.6% | $64,186+611.4% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -4.89% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $22,209 | $3,014+636.9% | $4,628+379.9% | $2,381+832.8% |
| Participant deferral / active EE | $15,969 | $5,240+204.8% | $6,426+148.5% | $3,470+360.3% |
| Admin fee / account holder | $47,523 | $5,519+761.1% | $9,284+411.9% | $4,888+872.2% |