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 | $364,962 | $142,344+156.4% | $119,609+205.1% | $134,475+171.4% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -17.89% | -12.44%-5.4pp | -14.97%-2.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $18,322 | $5,222+250.9% | $4,232+333.0% | $4,740+286.6% |
| Participant deferral / active EE | $11,836 | $6,469+83.0% | $5,602+111.3% | $6,400+84.9% |
| Admin fee / account holder | $1,136 | $13,584-91.6% | $10,323-89.0% | $11,426-90.1% |