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 | $296,874 | $73,867+301.9% | $143,757+106.5% | $68,494+333.4% |
| Participation rate | 97.5% | 66.7%+30.8pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -17.08% | 1.01%-18.1pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $21,850 | $3,184+586.2% | $4,951+341.3% | $2,596+741.6% |
| Participant deferral / active EE | $15,018 | $3,384+343.7% | $5,637+166.4% | $4,027+272.9% |
| Admin fee / account holder | $4,674 | $5,755-18.8% | $14,673-68.1% | $5,403-13.5% |