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 | $510,992 | $73,867+591.8% | $143,757+255.5% | $68,494+646.0% |
| Participation rate | 91.2% | 66.7%+24.5pp | 80.3%+10.9pp | 67.9%+23.3pp |
| Annual return | -14.11% | 1.01%-15.1pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $18,377 | $3,184+477.1% | $4,951+271.2% | $2,596+607.8% |
| Participant deferral / active EE | $18,624 | $3,384+450.3% | $5,637+230.4% | $4,027+362.4% |
| Admin fee / account holder | $4,319 | $5,755-25.0% | $14,673-70.6% | $5,403-20.1% |