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 8-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 | $421,294 | $64,707+551.1% | $112,228+275.4% | $68,494+515.1% |
| Participation rate | 97.6% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.7pp |
| Annual return | 22.56% | -11.40%+34.0pp | 27.45%-4.9pp | -7.84%+30.4pp |
| Employer contribution / active EE | $26,049 | $2,746+848.7% | $3,635+616.7% | $2,596+903.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $19,538 | $5,232+273.4% | $6,410+204.8% | $5,403+261.6% |