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 | $327,785 | $73,867+343.8% | $143,757+128.0% | $68,494+378.6% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.1pp |
| Annual return | -14.63% | 1.01%-15.6pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $10,394 | $3,184+226.4% | $4,951+109.9% | $2,596+300.3% |
| Participant deferral / active EE | $7,823 | $3,384+131.1% | $5,637+38.8% | $4,027+94.3% |
| Admin fee / account holder | $1,466 | $5,755-74.5% | $14,673-90.0% | $5,403-72.9% |