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 | $267,062 | $54,229+392.5% | $70,092+281.0% | $68,494+289.9% |
| Participation rate | 75.6% | 64.5%+11.1pp | 70.5%+5.1pp | 67.9%+7.7pp |
| Annual return | -12.38% | -13.87%+1.5pp | 190.73%-203.1pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,660 | $2,018+31.8% | $2,559+4.0% | $2,596+2.5% |
| Participant deferral / active EE | $4,424 | $2,956+49.7% | $3,849+14.9% | $4,027+9.8% |
| Admin fee / account holder | $6,699 | $4,694+42.7% | $6,267+6.9% | $5,403+24.0% |