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 | $463,942 | $142,344+225.9% | $119,609+287.9% | $134,475+245.0% |
| Participation rate | 91.3% | 82.8%+8.5pp | 79.3%+12.0pp | 81.2%+10.1pp |
| Annual return | -18.79% | -12.44%-6.4pp | -14.97%-3.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $10,328 | $5,222+97.8% | $4,232+144.1% | $4,740+117.9% |
| Participant deferral / active EE | $9,501 | $6,469+46.9% | $5,602+69.6% | $6,400+48.5% |
| Admin fee / account holder | $15,984 | $13,584+17.7% | $10,323+54.8% | $11,426+39.9% |