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 | $359,278 | $76,912+367.1% | $129,110+178.3% | $68,494+424.5% |
| Participation rate | 95.2% | 69.1%+26.0pp | 77.3%+17.9pp | 67.9%+27.3pp |
| Annual return | -9.03% | -9.78%+0.8pp | -10.94%+1.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $8,290 | $3,243+155.6% | $5,052+64.1% | $2,596+219.3% |
| Participant deferral / active EE | $16,426 | $4,732+247.1% | $6,542+151.1% | $4,027+307.9% |
| Admin fee / account holder | $21,029 | $6,638+216.8% | $14,302+47.0% | $5,403+289.2% |