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 4-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 | $258,836 | $81,900+216.0% | $119,609+116.4% | $68,494+277.9% |
| Participation rate | 98.0% | 71.9%+26.1pp | 79.3%+18.8pp | 67.9%+30.2pp |
| Annual return | 122.72% | -23.82%+146.5pp | -14.97%+137.7pp | -7.84%+130.6pp |
| Employer contribution / active EE | $1,958 | $2,693-27.3% | $4,232-53.7% | $2,596-24.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $356 | $6,582-94.6% | $10,323-96.6% | $5,403-93.4% |