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 | $254,013 | $82,664+207.3% | $125,339+102.7% | $68,494+270.9% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -14.68% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $754 | $3,381-77.7% | $4,814-84.3% | $2,596-71.0% |
| Participant deferral / active EE | $8,899 | $6,110+45.6% | $7,446+19.5% | $4,027+121.0% |
| Admin fee / account holder | $26,605 | $6,275+323.9% | $10,010+165.8% | $5,403+392.4% |