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 | $487,739 | $73,867+560.3% | $143,757+239.3% | $68,494+612.1% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -15.87% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $22,429 | $3,184+604.4% | $4,951+353.0% | $2,596+763.9% |
| Participant deferral / active EE | $13,379 | $3,384+295.3% | $5,637+137.3% | $4,027+232.2% |
| Admin fee / account holder | $7,096 | $5,755+23.3% | $14,673-51.6% | $5,403+31.3% |