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 | $292,485 | $81,900+257.1% | $119,609+144.5% | $68,494+327.0% |
| Participation rate | 94.4% | 71.9%+22.6pp | 79.3%+15.2pp | 67.9%+26.6pp |
| Annual return | -17.42% | -23.82%+6.4pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $13,824 | $2,693+413.3% | $4,232+226.7% | $2,596+432.4% |
| Participant deferral / active EE | $4,431 | $4,148+6.8% | $5,602-20.9% | $4,027+10.0% |
| Admin fee / account holder | $28,001 | $6,582+325.4% | $10,323+171.2% | $5,403+418.3% |