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 | $250,042 | $73,867+238.5% | $143,757+73.9% | $68,494+265.1% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -16.78% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $9,841 | $3,184+209.1% | $4,951+98.8% | $2,596+279.1% |
| Participant deferral / active EE | $4,546 | $3,384+34.3% | $5,637-19.4% | $4,027+12.9% |
| Admin fee / account holder | $11,840 | $5,755+105.7% | $14,673-19.3% | $5,403+119.1% |