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 | $333,034 | $73,867+350.9% | $143,757+131.7% | $68,494+386.2% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -9.29% | 1.01%-10.3pp | -0.04%-9.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $13,510 | $3,184+324.3% | $4,951+172.9% | $2,596+420.4% |
| Participant deferral / active EE | $8,016 | $3,384+136.8% | $5,637+42.2% | $4,027+99.0% |
| Admin fee / account holder | $71,284 | $5,755+1138.7% | $14,673+385.8% | $5,403+1219.4% |