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 | $470,033 | $73,867+536.3% | $143,757+227.0% | $68,494+586.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.22% | 1.01%-19.2pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $21,980 | $3,184+590.3% | $4,951+344.0% | $2,596+746.6% |
| Participant deferral / active EE | $17,519 | $3,384+417.6% | $5,637+210.8% | $4,027+335.0% |
| Admin fee / account holder | $4,874 | $5,755-15.3% | $14,673-66.8% | $5,403-9.8% |