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 | $251,561 | $73,867+240.6% | $143,757+75.0% | $68,494+267.3% |
| Participation rate | 91.8% | 66.7%+25.1pp | 80.3%+11.5pp | 67.9%+23.9pp |
| Annual return | -14.05% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $7,618 | $3,184+139.2% | $4,951+53.9% | $2,596+193.4% |
| Participant deferral / active EE | $13,560 | $3,384+300.7% | $5,637+140.6% | $4,027+236.7% |
| Admin fee / account holder | $12,857 | $5,755+123.4% | $14,673-12.4% | $5,403+138.0% |