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 | $266,050 | $110,094+141.7% | $151,611+75.5% | $68,494+288.4% |
| Participation rate | 89.5% | 84.0%+5.5pp | 87.5%+2.0pp | 67.9%+21.6pp |
| Annual return | -17.45% | -10.12%-7.3pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $10,202 | $4,471+128.2% | $6,166+65.5% | $2,596+292.9% |
| Participant deferral / active EE | $13,799 | $6,527+111.4% | $8,363+65.0% | $4,027+242.6% |
| Admin fee / account holder | $1,987 | $7,719-74.3% | $11,616-82.9% | $5,403-63.2% |