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 | $409,325 | $48,265+748.1% | $68,791+495.0% | $68,494+497.6% |
| Participation rate | 96.9% | 60.7%+36.2pp | 69.0%+27.9pp | 67.9%+29.0pp |
| Annual return | -14.69% | -12.71%-2.0pp | -6.38%-8.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $5,719 | $1,829+212.8% | $2,655+115.4% | $2,596+120.3% |
| Participant deferral / active EE | $12,534 | $2,867+337.2% | $3,941+218.0% | $4,027+211.2% |
| Admin fee / account holder | $25,980 | $4,355+496.5% | $4,932+426.8% | $5,403+380.9% |