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 9-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 | $479,698 | $73,867+549.4% | $143,757+233.7% | $68,494+600.3% |
| Participation rate | 95.5% | 66.7%+28.8pp | 80.3%+15.1pp | 67.9%+27.6pp |
| Annual return | -14.48% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $26,780 | $3,184+741.0% | $4,951+440.9% | $2,596+931.5% |
| Participant deferral / active EE | $19,533 | $3,384+477.1% | $5,637+246.5% | $4,027+385.0% |
| Admin fee / account holder | $4,498 | $5,755-21.8% | $14,673-69.3% | $5,403-16.7% |