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 | $431,967 | $100,754+328.7% | $86,677+398.4% | $134,475+221.2% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -9.92% | 29.04%-39.0pp | 35.91%-45.8pp | 417.96%-427.9pp |
| Employer contribution / active EE | $6,363 | $3,489+82.4% | $2,836+124.3% | $4,740+34.3% |
| Participant deferral / active EE | $16,297 | $5,338+205.3% | $4,656+250.1% | $6,400+154.7% |
| Admin fee / account holder | $18,273 | $10,926+67.2% | $7,493+143.9% | $11,426+59.9% |