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 | $321,272 | $81,900+292.3% | $119,609+168.6% | $68,494+369.0% |
| Participation rate | 94.7% | 71.9%+22.8pp | 79.3%+15.5pp | 67.9%+26.8pp |
| Annual return | -10.77% | -23.82%+13.0pp | -14.97%+4.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $11,910 | $2,693+342.2% | $4,232+181.4% | $2,596+358.7% |
| Participant deferral / active EE | $9,266 | $4,148+123.4% | $5,602+65.4% | $4,027+130.1% |
| Admin fee / account holder | $5,485 | $6,582-16.7% | $10,323-46.9% | $5,403+1.5% |