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 | $407,998 | $73,867+452.3% | $143,757+183.8% | $68,494+495.7% |
| Participation rate | 86.4% | 66.7%+19.7pp | 80.3%+6.1pp | 67.9%+18.5pp |
| Annual return | -16.52% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $16,932 | $3,184+431.8% | $4,951+242.0% | $2,596+552.2% |
| Participant deferral / active EE | $15,190 | $3,384+348.8% | $5,637+169.5% | $4,027+277.2% |
| Admin fee / account holder | $43,796 | $5,755+661.1% | $14,673+198.5% | $5,403+710.6% |