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 8-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 | $274,557 | $76,912+257.0% | $129,110+112.7% | $68,494+300.8% |
| Participation rate | 92.6% | 69.1%+23.5pp | 77.3%+15.3pp | 67.9%+24.7pp |
| Annual return | -12.96% | -9.78%-3.2pp | -10.94%-2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $7,946 | $3,243+145.0% | $5,052+57.3% | $2,596+206.1% |
| Participant deferral / active EE | $10,663 | $4,732+125.3% | $6,542+63.0% | $4,027+164.8% |
| Admin fee / account holder | $23,902 | $6,638+260.1% | $14,302+67.1% | $5,403+342.4% |