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 | $358,774 | $142,344+152.0% | $119,609+200.0% | $134,475+166.8% |
| Participation rate | 95.7% | 82.8%+12.8pp | 79.3%+16.4pp | 81.2%+14.4pp |
| Annual return | -19.32% | -12.44%-6.9pp | -14.97%-4.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $15,280 | $5,222+192.6% | $4,232+261.1% | $4,740+222.4% |
| Participant deferral / active EE | $13,667 | $6,469+111.3% | $5,602+144.0% | $6,400+113.6% |
| Admin fee / account holder | $15,948 | $13,584+17.4% | $10,323+54.5% | $11,426+39.6% |