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 | $547,458 | $65,061+741.5% | $143,757+280.8% | $66,914+718.1% |
| Participation rate | 92.2% | 65.2%+27.1pp | 80.3%+11.9pp | 69.8%+22.4pp |
| Annual return | -16.81% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $26,098 | $2,361+1005.5% | $4,951+427.1% | $2,544+925.8% |
| Participant deferral / active EE | $14,473 | $2,919+395.8% | $5,637+156.7% | $4,237+241.6% |
| Admin fee / account holder | $35,410 | $502+6954.8% | $14,673+141.3% | $593+5868.8% |