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 | $456,219 | $133,958+240.6% | $112,228+306.5% | $134,475+239.3% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -14.70% | 47.11%-61.8pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $14,266 | $4,038+253.3% | $3,635+292.5% | $4,740+201.0% |
| Participant deferral / active EE | $12,467 | $5,291+135.6% | $4,728+163.7% | $6,400+94.8% |
| Admin fee / account holder | $26,020 | $7,489+247.5% | $6,410+305.9% | $11,426+127.7% |