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 | $290,709 | $73,004+298.2% | $90,749+220.3% | $68,494+324.4% |
| Participation rate | 97.4% | 70.8%+26.6pp | 75.7%+21.7pp | 67.9%+29.5pp |
| Annual return | -15.89% | -13.81%-2.1pp | -12.16%-3.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $8,923 | $2,193+306.9% | $2,921+205.5% | $2,596+243.7% |
| Participant deferral / active EE | $8,302 | $3,627+128.9% | $4,564+81.9% | $4,027+106.1% |
| Admin fee / account holder | $1,990 | $5,896-66.3% | $8,445-76.4% | $5,403-63.2% |