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 | $453,514 | $81,900+453.7% | $119,609+279.2% | $68,494+562.1% |
| Participation rate | 97.9% | 71.9%+26.0pp | 79.3%+18.7pp | 67.9%+30.0pp |
| Annual return | 37.18% | -23.82%+61.0pp | -14.97%+52.2pp | -7.84%+45.0pp |
| Employer contribution / active EE | $9,393 | $2,693+248.8% | $4,232+122.0% | $2,596+261.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13,723 | $6,582+108.5% | $10,323+32.9% | $5,403+154.0% |