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 | $267,893 | $73,867+262.7% | $143,757+86.4% | $68,494+291.1% |
| Participation rate | 98.3% | 66.7%+31.6pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | -14.92% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $9,893 | $3,184+210.7% | $4,951+99.8% | $2,596+281.0% |
| Participant deferral / active EE | $6,256 | $3,384+84.8% | $5,637+11.0% | $4,027+55.3% |
| Admin fee / account holder | $41,361 | $5,755+618.7% | $14,673+181.9% | $5,403+665.5% |