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 | $358,097 | $64,707+453.4% | $112,228+219.1% | $68,494+422.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.54% | -11.40%+0.9pp | 27.45%-38.0pp | -7.84%-2.7pp |
| Employer contribution / active EE | $24,219 | $2,746+782.0% | $3,635+566.3% | $2,596+832.8% |
| Participant deferral / active EE | $15,443 | $3,565+333.2% | $4,728+226.6% | $4,027+283.5% |
| Admin fee / account holder | $8,988 | $5,232+71.8% | $6,410+40.2% | $5,403+66.4% |