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 4-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 | $296,927 | $73,867+302.0% | $143,757+106.5% | $68,494+333.5% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -13.53% | 1.01%-14.5pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $9,412 | $3,184+195.6% | $4,951+90.1% | $2,596+262.5% |
| Participant deferral / active EE | $5,706 | $3,384+68.6% | $5,637+1.2% | $4,027+41.7% |
| Admin fee / account holder | $12,198 | $5,755+112.0% | $14,673-16.9% | $5,403+125.8% |