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 | $300,407 | $42,894+600.4% | $60,874+393.5% | $68,494+338.6% |
| Participation rate | 96.8% | 66.8%+30.0pp | 73.1%+23.7pp | 67.9%+28.9pp |
| Annual return | -15.24% | -13.98%-1.3pp | 16.90%-32.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $9,657 | $1,978+388.2% | $2,701+257.5% | $2,596+272.0% |
| Participant deferral / active EE | $7,564 | $2,867+163.8% | $3,817+98.2% | $4,027+87.8% |
| Admin fee / account holder | $15,555 | $3,101+401.7% | $3,224+382.4% | $5,403+187.9% |