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 | $435,717 | $73,867+489.9% | $143,757+203.1% | $68,494+536.1% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -17.78% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $51,149 | $3,184+1506.4% | $4,951+933.1% | $2,596+1870.1% |
| Participant deferral / active EE | $4,322 | $3,384+27.7% | $5,637-23.3% | $4,027+7.3% |
| Admin fee / account holder | $23,070 | $5,755+300.9% | $14,673+57.2% | $5,403+327.0% |