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 | $450,532 | $71,883+526.8% | $86,677+419.8% | $68,494+557.8% |
| Participation rate | 96.2% | 72.2%+24.0pp | 76.6%+19.7pp | 67.9%+28.3pp |
| Annual return | -2.56% | 3.52%-6.1pp | 35.91%-38.5pp | -7.84%+5.3pp |
| Employer contribution / active EE | $18,868 | $2,173+768.4% | $2,836+565.2% | $2,596+626.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $63,970 | $6,112+946.7% | $7,493+753.7% | $5,403+1084.0% |