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 | $493,403 | $76,912+541.5% | $129,110+282.2% | $68,494+620.4% |
| Participation rate | 97.8% | 69.1%+28.6pp | 77.3%+20.5pp | 67.9%+29.9pp |
| Annual return | -16.26% | -9.78%-6.5pp | -10.94%-5.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $17,888 | $3,243+451.6% | $5,052+254.1% | $2,596+589.0% |
| Participant deferral / active EE | $19,015 | $4,732+301.8% | $6,542+190.7% | $4,027+372.2% |
| Admin fee / account holder | $34,167 | $6,638+414.7% | $14,302+138.9% | $5,403+532.4% |