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 | $462,282 | $110,094+319.9% | $151,611+204.9% | $68,494+574.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -15.48% | -10.12%-5.4pp | 3.33%-18.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $33,804 | $4,471+656.1% | $6,166+448.2% | $2,596+1202.0% |
| Participant deferral / active EE | $17,503 | $6,527+168.2% | $8,363+109.3% | $4,027+334.6% |
| Admin fee / account holder | $22,818 | $7,719+195.6% | $11,616+96.4% | $5,403+322.3% |