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 | $297,931 | $110,094+170.6% | $151,611+96.5% | $68,494+335.0% |
| Participation rate | 96.6% | 84.0%+12.6pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -17.66% | -10.12%-7.5pp | 3.33%-21.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $17,117 | $4,471+282.9% | $6,166+177.6% | $2,596+559.3% |
| Participant deferral / active EE | $12,653 | $6,527+93.9% | $8,363+51.3% | $4,027+214.2% |
| Admin fee / account holder | $6,203 | $7,719-19.6% | $11,616-46.6% | $5,403+14.8% |