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 6-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 | $388,473 | $82,286+372.1% | $68,791+464.7% | $134,475+188.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -20.29% | -2.19%-18.1pp | -6.38%-13.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $12,129 | $3,301+267.5% | $2,655+356.8% | $4,740+155.9% |
| Participant deferral / active EE | $17,516 | $4,739+269.7% | $3,941+344.4% | $6,400+173.7% |
| Admin fee / account holder | $15,177 | $6,481+134.2% | $4,932+207.7% | $11,426+32.8% |