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 | $281,732 | $85,790+228.4% | $67,313+318.5% | $135,375+108.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.49% | -0.54%0pp | -4.08%+3.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,272 | $3,487-34.9% | $2,566-11.4% | $4,779-52.5% |
| Participant deferral / active EE | $8,983 | $4,651+93.1% | $3,568+151.7% | $5,609+60.2% |
| Admin fee / account holder | $1,013 | $6,392-84.2% | $4,507-77.5% | $10,827-90.6% |