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 | $327,561 | $49,177+566.1% | $79,464+312.2% | $64,186+410.3% |
| Participation rate | 90.6% | 65.0%+25.6pp | 73.3%+17.3pp | 69.6%+21.1pp |
| Annual return | -3.23% | -1.16%-2.1pp | 718.14%-721.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $18,708 | $2,076+801.0% | $2,800+568.0% | $2,381+685.8% |
| Participant deferral / active EE | $2,062 | $2,821-26.9% | $3,704-44.3% | $3,470-40.6% |
| Admin fee / account holder | $10,735 | $3,839+179.7% | $5,113+110.0% | $4,888+119.6% |