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 | $263,511 | $73,867+256.7% | $143,757+83.3% | $68,494+284.7% |
| Participation rate | 88.6% | 66.7%+21.9pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | -12.69% | 1.01%-13.7pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $12,335 | $3,184+287.4% | $4,951+149.2% | $2,596+375.1% |
| Participant deferral / active EE | $7,342 | $3,384+116.9% | $5,637+30.2% | $4,027+82.3% |
| Admin fee / account holder | $58,918 | $5,755+923.8% | $14,673+301.5% | $5,403+990.5% |