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 | $319,382 | $110,094+190.1% | $151,611+110.7% | $68,494+366.3% |
| Participation rate | 95.1% | 84.0%+11.2pp | 87.5%+7.6pp | 67.9%+27.2pp |
| Annual return | -15.79% | -10.12%-5.7pp | 3.33%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $18,574 | $4,471+315.5% | $6,166+201.2% | $2,596+615.4% |
| Participant deferral / active EE | $20,622 | $6,527+215.9% | $8,363+146.6% | $4,027+412.1% |
| Admin fee / account holder | $1,793 | $7,719-76.8% | $11,616-84.6% | $5,403-66.8% |