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 | $448,343 | $142,344+215.0% | $119,609+274.8% | $134,475+233.4% |
| Participation rate | 95.7% | 82.8%+12.8pp | 79.3%+16.4pp | 81.2%+14.4pp |
| Annual return | -19.43% | -12.44%-7.0pp | -14.97%-4.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $40,125 | $5,222+668.4% | $4,232+848.1% | $4,740+746.6% |
| Participant deferral / active EE | $20,322 | $6,469+214.1% | $5,602+262.8% | $6,400+217.5% |
| Admin fee / account holder | $54,725 | $13,584+302.9% | $10,323+430.1% | $11,426+379.0% |