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 | $530,395 | $65,061+715.2% | $143,757+269.0% | $66,914+692.6% |
| Participation rate | 94.3% | 65.2%+29.2pp | 80.3%+14.0pp | 69.8%+24.5pp |
| Annual return | -15.43% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $18,133 | $2,361+668.1% | $4,951+266.3% | $2,544+612.7% |
| Participant deferral / active EE | $12,390 | $2,919+324.5% | $5,637+119.8% | $4,237+192.4% |
| Admin fee / account holder | $22,019 | $502+4286.9% | $14,673+50.1% | $593+3611.6% |