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 | $364,069 | $64,707+462.6% | $112,228+224.4% | $68,494+431.5% |
| Participation rate | 78.6% | 67.2%+11.4pp | 75.1%+3.5pp | 67.9%+10.7pp |
| Annual return | -15.94% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $7,608 | $2,746+177.1% | $3,635+109.3% | $2,596+193.0% |
| Participant deferral / active EE | $10,316 | $3,565+189.4% | $4,728+118.2% | $4,027+156.2% |
| Admin fee / account holder | $2,904 | $5,232-44.5% | $6,410-54.7% | $5,403-46.3% |