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 | $265,191 | $73,867+259.0% | $143,757+84.5% | $68,494+287.2% |
| Participation rate | 98.4% | 66.7%+31.8pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -15.81% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $13,771 | $3,184+332.5% | $4,951+178.1% | $2,596+430.4% |
| Participant deferral / active EE | $5,075 | $3,384+50.0% | $5,637-10.0% | $4,027+26.0% |
| Admin fee / account holder | $32,673 | $5,755+467.8% | $14,673+122.7% | $5,403+504.7% |