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 | $639,765 | $73,867+766.1% | $143,757+345.0% | $68,494+834.0% |
| Participation rate | 92.2% | 66.7%+25.5pp | 80.3%+11.8pp | 67.9%+24.3pp |
| Annual return | -18.57% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $23,575 | $3,184+640.4% | $4,951+376.2% | $2,596+808.0% |
| Participant deferral / active EE | $18,033 | $3,384+432.8% | $5,637+219.9% | $4,027+347.8% |
| Admin fee / account holder | $26,835 | $5,755+366.3% | $14,673+82.9% | $5,403+396.7% |