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 | $260,838 | $48,265+440.4% | $68,791+279.2% | $68,494+280.8% |
| Participation rate | 90.9% | 60.7%+30.2pp | 69.0%+21.9pp | 67.9%+23.0pp |
| Annual return | -16.53% | -12.71%-3.8pp | -6.38%-10.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $7,684 | $1,829+320.2% | $2,655+189.4% | $2,596+195.9% |
| Participant deferral / active EE | $8,311 | $2,867+189.9% | $3,941+110.9% | $4,027+106.4% |
| Admin fee / account holder | $77,531 | $4,355+1680.1% | $4,932+1472.0% | $5,403+1335.0% |