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 | $561,563 | $73,867+660.2% | $143,757+290.6% | $68,494+719.9% |
| Participation rate | 89.2% | 66.7%+22.5pp | 80.3%+8.9pp | 67.9%+21.3pp |
| Annual return | -16.76% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $21,554 | $3,184+576.9% | $4,951+335.3% | $2,596+730.2% |
| Participant deferral / active EE | $7,995 | $3,384+136.2% | $5,637+41.8% | $4,027+98.5% |
| Admin fee / account holder | $4,718 | $5,755-18.0% | $14,673-67.8% | $5,403-12.7% |