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 8-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 | $363,011 | $73,867+391.4% | $143,757+152.5% | $68,494+430.0% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -18.99% | 1.01%-20.0pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $19,582 | $3,184+515.0% | $4,951+295.5% | $2,596+654.2% |
| Participant deferral / active EE | $13,277 | $3,384+292.3% | $5,637+135.5% | $4,027+229.7% |
| Admin fee / account holder | $6,931 | $5,755+20.4% | $14,673-52.8% | $5,403+28.3% |