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 | $259,529 | $64,707+301.1% | $112,228+131.3% | $68,494+278.9% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -15.55% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $6,931 | $2,746+152.4% | $3,635+90.7% | $2,596+167.0% |
| Participant deferral / active EE | $14,057 | $3,565+294.3% | $4,728+197.3% | $4,027+249.1% |
| Admin fee / account holder | $7,991 | $5,232+52.7% | $6,410+24.7% | $5,403+47.9% |