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 | $367,777 | $81,900+349.1% | $119,609+207.5% | $68,494+436.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.97% | -23.82%+8.9pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $9,644 | $2,693+258.1% | $4,232+127.9% | $2,596+271.5% |
| Participant deferral / active EE | $14,328 | $4,148+245.4% | $5,602+155.8% | $4,027+255.8% |
| Admin fee / account holder | $11,972 | $6,582+81.9% | $10,323+16.0% | $5,403+121.6% |