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 6-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 | $287,326 | $73,867+289.0% | $143,757+99.9% | $68,494+319.5% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -15.72% | 1.01%-16.7pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $11,249 | $3,184+253.3% | $4,951+127.2% | $2,596+333.3% |
| Participant deferral / active EE | $7,966 | $3,384+135.4% | $5,637+41.3% | $4,027+97.8% |
| Admin fee / account holder | $2,934 | $5,755-49.0% | $14,673-80.0% | $5,403-45.7% |