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 8-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 | $270,443 | $142,344+90.0% | $119,609+126.1% | $134,475+101.1% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -18.12% | -12.44%-5.7pp | -14.97%-3.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $10,623 | $5,222+103.4% | $4,232+151.0% | $4,740+124.1% |
| Participant deferral / active EE | $10,447 | $6,469+61.5% | $5,602+86.5% | $6,400+63.2% |
| Admin fee / account holder | $7,617 | $13,584-43.9% | $10,323-26.2% | $11,426-33.3% |