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 9-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 | $264,516 | $73,004+262.3% | $90,749+191.5% | $68,494+286.2% |
| Participation rate | 88.5% | 70.8%+17.6pp | 75.7%+12.8pp | 67.9%+20.6pp |
| Annual return | 6.33% | -13.81%+20.1pp | -12.16%+18.5pp | -7.84%+14.2pp |
| Employer contribution / active EE | $6,021 | $2,193+174.6% | $2,921+106.1% | $2,596+131.9% |
| Participant deferral / active EE | $2,135 | $3,627-41.1% | $4,564-53.2% | $4,027-47.0% |
| Admin fee / account holder | $25,026 | $5,896+324.5% | $8,445+196.4% | $5,403+363.2% |