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 | $615,474 | $73,867+733.2% | $143,757+328.1% | $68,494+798.6% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -12.12% | 1.01%-13.1pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $15,438 | $3,184+384.8% | $4,951+211.8% | $2,596+494.6% |
| Participant deferral / active EE | $15,417 | $3,384+355.5% | $5,637+173.5% | $4,027+282.8% |
| Admin fee / account holder | $16,828 | $5,755+192.4% | $14,673+14.7% | $5,403+211.5% |