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 | $544,477 | $73,867+637.1% | $143,757+278.7% | $68,494+694.9% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -16.20% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $25,413 | $3,184+698.1% | $4,951+413.3% | $2,596+878.8% |
| Participant deferral / active EE | $7,517 | $3,384+122.1% | $5,637+33.3% | $4,027+86.6% |
| Admin fee / account holder | $2,288 | $5,755-60.2% | $14,673-84.4% | $5,403-57.7% |