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 | $321,094 | $73,004+339.8% | $90,749+253.8% | $68,494+368.8% |
| Participation rate | 90.4% | 70.8%+19.6pp | 75.7%+14.7pp | 67.9%+22.5pp |
| Annual return | -13.20% | -13.81%+0.6pp | -12.16%-1.0pp | -7.84%-5.4pp |
| Employer contribution / active EE | $7,442 | $2,193+239.4% | $2,921+154.8% | $2,596+186.7% |
| Participant deferral / active EE | $9,173 | $3,627+152.9% | $4,564+101.0% | $4,027+127.8% |
| Admin fee / account holder | $56,951 | $5,896+865.9% | $8,445+574.4% | $5,403+954.1% |