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 7-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 | $407,161 | $110,094+269.8% | $151,611+168.6% | $68,494+494.4% |
| Participation rate | 89.6% | 84.0%+5.6pp | 87.5%+2.1pp | 67.9%+21.7pp |
| Annual return | -17.64% | -10.12%-7.5pp | 3.33%-21.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $19,844 | $4,471+343.9% | $6,166+221.8% | $2,596+664.3% |
| Participant deferral / active EE | $30,467 | $6,527+366.8% | $8,363+264.3% | $4,027+656.5% |
| Admin fee / account holder | $3,589 | $7,719-53.5% | $11,616-69.1% | $5,403-33.6% |