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 | $402,160 | $81,900+391.0% | $119,609+236.2% | $68,494+487.1% |
| Participation rate | 94.2% | 71.9%+22.3pp | 79.3%+15.0pp | 67.9%+26.3pp |
| Annual return | -17.17% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $23,023 | $2,693+754.8% | $4,232+444.0% | $2,596+786.7% |
| Participant deferral / active EE | $11,741 | $4,148+183.1% | $5,602+109.6% | $4,027+191.5% |
| Admin fee / account holder | $13,414 | $6,582+103.8% | $10,323+29.9% | $5,403+148.3% |