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 | $374,747 | $110,094+240.4% | $151,611+147.2% | $68,494+447.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.63% | -10.12%-2.5pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,760 | $4,471-15.9% | $6,166-39.0% | $2,596+44.8% |
| Participant deferral / active EE | $18,926 | $6,527+190.0% | $8,363+126.3% | $4,027+370.0% |
| Admin fee / account holder | $30,219 | $7,719+291.5% | $11,616+160.2% | $5,403+459.3% |