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 | $558,099 | $73,004+664.5% | $90,749+515.0% | $68,494+714.8% |
| Participation rate | 93.6% | 70.8%+22.8pp | 75.7%+17.9pp | 67.9%+25.7pp |
| Annual return | -8.85% | -13.81%+5.0pp | -12.16%+3.3pp | -7.84%-1.0pp |
| Employer contribution / active EE | $1,608 | $2,193-26.7% | $2,921-44.9% | $2,596-38.0% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $17,791 | $5,896+201.8% | $8,445+110.7% | $5,403+229.3% |