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 | $442,368 | $64,707+583.6% | $112,228+294.2% | $68,494+545.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.04% | -11.40%-2.6pp | 27.45%-41.5pp | -7.84%-6.2pp |
| Employer contribution / active EE | $15,645 | $2,746+469.7% | $3,635+330.4% | $2,596+502.6% |
| Participant deferral / active EE | $9,490 | $3,565+166.2% | $4,728+100.7% | $4,027+135.7% |
| Admin fee / account holder | $6,399 | $5,232+22.3% | $6,410-0.2% | $5,403+18.4% |