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 | $271,833 | $110,094+146.9% | $151,611+79.3% | $68,494+296.9% |
| Participation rate | 97.2% | 84.0%+13.3pp | 87.5%+9.7pp | 67.9%+29.3pp |
| Annual return | -12.33% | -10.12%-2.2pp | 3.33%-15.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $10,763 | $4,471+140.8% | $6,166+74.6% | $2,596+314.6% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $19,910 | $7,719+158.0% | $11,616+71.4% | $5,403+268.5% |