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 | $600,907 | $73,867+713.5% | $143,757+318.0% | $68,494+777.3% |
| Participation rate | 90.5% | 66.7%+23.8pp | 80.3%+10.2pp | 67.9%+22.6pp |
| Annual return | -16.02% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $26,662 | $3,184+737.3% | $4,951+438.5% | $2,596+926.9% |
| Participant deferral / active EE | $17,548 | $3,384+418.5% | $5,637+211.3% | $4,027+335.8% |
| Admin fee / account holder | $11,484 | $5,755+99.6% | $14,673-21.7% | $5,403+112.6% |