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 | $460,455 | $56,357+717.0% | $104,294+341.5% | $68,494+572.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -17.84% | -9.19%-8.7pp | 24.61%-42.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $11,990 | $1,960+511.7% | $3,372+255.6% | $2,596+361.8% |
| Participant deferral / active EE | $14,847 | $3,077+382.5% | $4,625+221.0% | $4,027+268.7% |
| Admin fee / account holder | $11,998 | $4,903+144.7% | $7,339+63.5% | $5,403+122.1% |