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 | $435,797 | $73,004+497.0% | $90,749+380.2% | $68,494+536.3% |
| Participation rate | 97.2% | 70.8%+26.4pp | 75.7%+21.5pp | 67.9%+29.3pp |
| Annual return | 15.76% | -13.81%+29.6pp | -12.16%+27.9pp | -7.84%+23.6pp |
| Employer contribution / active EE | $9,722 | $2,193+343.4% | $2,921+232.9% | $2,596+274.5% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,586 | $5,896+28.7% | $8,445-10.2% | $5,403+40.4% |