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 | $506,448 | $64,707+682.7% | $112,228+351.3% | $68,494+639.4% |
| Participation rate | 97.9% | 67.2%+30.7pp | 75.1%+22.8pp | 67.9%+30.0pp |
| Annual return | -0.60% | -11.40%+10.8pp | 27.45%-28.0pp | -7.84%+7.2pp |
| Employer contribution / active EE | $24,969 | $2,746+809.3% | $3,635+587.0% | $2,596+861.7% |
| Participant deferral / active EE | $7,244 | $3,565+103.2% | $4,728+53.2% | $4,027+79.9% |
| Admin fee / account holder | $3,545 | $5,232-32.2% | $6,410-44.7% | $5,403-34.4% |