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 | $265,468 | $73,867+259.4% | $143,757+84.7% | $68,494+287.6% |
| Participation rate | 84.1% | 66.7%+17.4pp | 80.3%+3.8pp | 67.9%+16.2pp |
| Annual return | -16.39% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $16,306 | $3,184+412.1% | $4,951+229.3% | $2,596+528.0% |
| Participant deferral / active EE | $14,419 | $3,384+326.0% | $5,637+155.8% | $4,027+258.0% |
| Admin fee / account holder | $34,328 | $5,755+496.5% | $14,673+134.0% | $5,403+535.4% |