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 5-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 | $298,725 | $73,867+304.4% | $143,757+107.8% | $68,494+336.1% |
| Participation rate | 94.0% | 66.7%+27.3pp | 80.3%+13.7pp | 67.9%+26.1pp |
| Annual return | -15.59% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,772 | $3,184-12.9% | $4,951-44.0% | $2,596+6.8% |
| Participant deferral / active EE | $5,562 | $3,384+64.3% | $5,637-1.3% | $4,027+38.1% |
| Admin fee / account holder | $2,111 | $5,755-63.3% | $14,673-85.6% | $5,403-60.9% |