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 3-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 | $350,782 | $79,944+338.8% | $98,439+256.3% | $75,163+366.7% |
| Participation rate | 98.6% | 70.4%+28.2pp | 75.2%+23.4pp | 67.2%+31.4pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,341 | $2,264+47.6% | $3,048+9.6% | $2,670+25.1% |
| Participant deferral / active EE | $8,432 | $3,752+124.7% | $4,738+78.0% | $4,125+104.4% |
| Admin fee / account holder | $29,281 | $6,840+328.1% | $8,948+227.3% | $5,651+418.2% |