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 | $339,345 | $82,664+310.5% | $125,339+170.7% | $68,494+395.4% |
| Participation rate | 95.7% | 75.0%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -16.70% | -5.97%-10.7pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,762 | $3,381+40.8% | $4,814-1.1% | $2,596+83.4% |
| Participant deferral / active EE | $7,545 | $6,110+23.5% | $7,446+1.3% | $4,027+87.4% |
| Admin fee / account holder | $7,559 | $6,275+20.5% | $10,010-24.5% | $5,403+39.9% |