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 3-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 | $289,506 | $72,177+301.1% | $115,037+151.7% | $59,632+385.5% |
| Participation rate | 75.6% | 72.6%+3.1pp | 81.4%-5.8pp | 68.7%+6.9pp |
| Annual return | -0.80% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $6,871 | $2,841+141.8% | $4,608+49.1% | $2,203+212.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $13,449 | $4,927+173.0% | $8,175+64.5% | $4,297+213.0% |