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 | $270,205 | $54,350+397.2% | $82,719+226.7% | $68,494+294.5% |
| Participation rate | 93.0% | 63.9%+29.1pp | 72.6%+20.5pp | 67.9%+25.1pp |
| Annual return | -14.25% | -13.67%-0.6pp | 701.18%-715.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $10,422 | $2,218+369.9% | $3,009+246.4% | $2,596+301.4% |
| Participant deferral / active EE | $11,125 | $3,246+242.7% | $4,395+153.1% | $4,027+176.3% |
| Admin fee / account holder | $5,777 | $4,395+31.4% | $5,329+8.4% | $5,403+6.9% |