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 | $381,304 | $85,790+344.5% | $67,313+466.5% | $135,375+181.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,175 | $3,487-66.3% | $2,566-54.2% | $4,779-75.4% |
| Participant deferral / active EE | $1,175 | $4,651-74.7% | $3,568-67.1% | $5,609-79.1% |
| Admin fee / account holder | $568 | $6,392-91.1% | $4,507-87.4% | $10,827-94.8% |