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 | $471,012 | $56,357+735.8% | $104,294+351.6% | $68,494+587.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -12.98% | -9.19%-3.8pp | 24.61%-37.6pp | -7.84%-5.1pp |
| Employer contribution / active EE | $16,669 | $1,960+750.4% | $3,372+394.4% | $2,596+542.0% |
| Participant deferral / active EE | $13,034 | $3,077+323.6% | $4,625+181.8% | $4,027+223.6% |
| Admin fee / account holder | $14,912 | $4,903+204.2% | $7,339+103.2% | $5,403+176.0% |