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 | $482,410 | $73,867+553.1% | $143,757+235.6% | $68,494+604.3% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.3pp |
| Annual return | -15.33% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $14,269 | $3,184+348.1% | $4,951+188.2% | $2,596+449.6% |
| Participant deferral / active EE | $14,124 | $3,384+317.3% | $5,637+150.5% | $4,027+250.7% |
| Admin fee / account holder | $52,624 | $5,755+814.5% | $14,673+258.7% | $5,403+874.0% |