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 | $319,743 | $73,867+332.9% | $143,757+122.4% | $68,494+366.8% |
| Participation rate | 98.6% | 66.7%+32.0pp | 80.3%+18.3pp | 67.9%+30.7pp |
| Annual return | -15.22% | 1.01%-16.2pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $18,139 | $3,184+469.7% | $4,951+266.4% | $2,596+598.7% |
| Participant deferral / active EE | $13,851 | $3,384+309.2% | $5,637+145.7% | $4,027+243.9% |
| Admin fee / account holder | $93,102 | $5,755+1517.9% | $14,673+534.5% | $5,403+1623.2% |