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 | $515,765 | $73,867+598.2% | $143,757+258.8% | $68,494+653.0% |
| Participation rate | 94.7% | 66.7%+28.1pp | 80.3%+14.4pp | 67.9%+26.8pp |
| Annual return | -13.89% | 1.01%-14.9pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $11,107 | $3,184+248.8% | $4,951+124.3% | $2,596+327.8% |
| Participant deferral / active EE | $10,344 | $3,384+205.6% | $5,637+83.5% | $4,027+156.8% |
| Admin fee / account holder | $76,599 | $5,755+1231.1% | $14,673+422.0% | $5,403+1317.8% |