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 9-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 | $480,125 | $73,004+557.7% | $90,749+429.1% | $68,494+601.0% |
| Participation rate | 97.7% | 70.8%+26.8pp | 75.7%+22.0pp | 67.9%+29.8pp |
| Annual return | 15.33% | -13.81%+29.1pp | -12.16%+27.5pp | -7.84%+23.2pp |
| Employer contribution / active EE | $10,428 | $2,193+375.5% | $2,921+257.0% | $2,596+301.6% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $70,426 | $5,896+1094.5% | $8,445+734.0% | $5,403+1203.5% |