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 | $306,601 | $73,867+315.1% | $143,757+113.3% | $68,494+347.6% |
| Participation rate | 97.9% | 66.7%+31.2pp | 80.3%+17.6pp | 67.9%+30.0pp |
| Annual return | -15.88% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $20,863 | $3,184+555.2% | $4,951+321.4% | $2,596+703.6% |
| Participant deferral / active EE | $13,572 | $3,384+301.0% | $5,637+140.8% | $4,027+237.0% |
| Admin fee / account holder | $3,073 | $5,755-46.6% | $14,673-79.1% | $5,403-43.1% |