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 | $390,587 | $73,867+428.8% | $143,757+171.7% | $68,494+470.2% |
| Participation rate | 82.3% | 66.7%+15.6pp | 80.3%+2.0pp | 67.9%+14.4pp |
| Annual return | -10.74% | 1.01%-11.8pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $10,377 | $3,184+225.9% | $4,951+109.6% | $2,596+299.7% |
| Participant deferral / active EE | $6,310 | $3,384+86.5% | $5,637+11.9% | $4,027+56.7% |
| Admin fee / account holder | $7,420 | $5,755+28.9% | $14,673-49.4% | $5,403+37.3% |