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 9-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 | $255,338 | $73,004+249.8% | $90,749+181.4% | $68,494+272.8% |
| Participation rate | 84.8% | 70.8%+13.9pp | 75.7%+9.1pp | 67.9%+16.9pp |
| Annual return | -15.79% | -13.81%-2.0pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,317 | $3,627+184.5% | $4,564+126.1% | $4,027+156.2% |
| Admin fee / account holder | $23,971 | $5,896+306.6% | $8,445+183.9% | $5,403+343.7% |