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 7-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 | $398,643 | $56,357+607.4% | $104,294+282.2% | $68,494+482.0% |
| Participation rate | 96.7% | 63.3%+33.5pp | 73.3%+23.5pp | 67.9%+28.8pp |
| Annual return | 70.22% | -9.19%+79.4pp | 24.61%+45.6pp | -7.84%+78.1pp |
| Employer contribution / active EE | $1,286 | $1,960-34.4% | $3,372-61.9% | $2,596-50.5% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $941 | $4,903-80.8% | $7,339-87.2% | $5,403-82.6% |