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 | $302,025 | $73,004+313.7% | $90,749+232.8% | $68,494+340.9% |
| Participation rate | 96.9% | 70.8%+26.0pp | 75.7%+21.2pp | 67.9%+29.0pp |
| Annual return | -17.92% | -13.81%-4.1pp | -12.16%-5.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,447 | $2,193+57.2% | $2,921+18.0% | $2,596+32.8% |
| Participant deferral / active EE | $6,709 | $3,627+85.0% | $4,564+47.0% | $4,027+66.6% |
| Admin fee / account holder | $18,424 | $5,896+212.5% | $8,445+118.2% | $5,403+241.0% |