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 | $292,305 | $73,867+295.7% | $143,757+103.3% | $68,494+326.8% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -7.01% | 1.01%-8.0pp | -0.04%-7.0pp | -7.84%+0.8pp |
| Employer contribution / active EE | $19,936 | $3,184+526.1% | $4,951+302.7% | $2,596+667.9% |
| Participant deferral / active EE | $12,449 | $3,384+267.8% | $5,637+120.8% | $4,027+209.1% |
| Admin fee / account holder | $34,487 | $5,755+499.3% | $14,673+135.0% | $5,403+538.3% |