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 | $656,253 | $73,867+788.4% | $143,757+356.5% | $68,494+858.1% |
| Participation rate | 96.4% | 66.7%+29.7pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -16.05% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $17,895 | $3,184+462.0% | $4,951+261.4% | $2,596+589.2% |
| Participant deferral / active EE | $11,608 | $3,384+243.0% | $5,637+105.9% | $4,027+188.2% |
| Admin fee / account holder | $37,253 | $5,755+547.4% | $14,673+153.9% | $5,403+589.5% |