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 | $383,416 | $73,867+419.1% | $143,757+166.7% | $68,494+459.8% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -16.45% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $14,203 | $3,184+346.1% | $4,951+186.9% | $2,596+447.0% |
| Participant deferral / active EE | $14,598 | $3,384+331.3% | $5,637+159.0% | $4,027+262.5% |
| Admin fee / account holder | $19,781 | $5,755+243.7% | $14,673+34.8% | $5,403+266.1% |