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 4-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 | $264,601 | $82,664+220.1% | $125,339+111.1% | $68,494+286.3% |
| Participation rate | 79.5% | 75.0%+4.4pp | 82.4%-2.9pp | 67.9%+11.6pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,843 | $3,381-45.5% | $4,814-61.7% | $2,596-29.0% |
| Participant deferral / active EE | $8,094 | $6,110+32.5% | $7,446+8.7% | $4,027+101.0% |
| Admin fee / account holder | $19,282 | $6,275+207.3% | $10,010+92.6% | $5,403+256.9% |