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 | $352,907 | $82,664+326.9% | $125,339+181.6% | $68,494+415.2% |
| Participation rate | 83.0% | 75.0%+7.9pp | 82.4%+0.6pp | 67.9%+15.1pp |
| Annual return | -8.57% | -5.97%-2.6pp | 572.05%-580.6pp | -7.84%-0.7pp |
| Employer contribution / active EE | $2,765 | $3,381-18.2% | $4,814-42.6% | $2,596+6.5% |
| Participant deferral / active EE | $10,179 | $6,110+66.6% | $7,446+36.7% | $4,027+152.7% |
| Admin fee / account holder | $7,067 | $6,275+12.6% | $10,010-29.4% | $5,403+30.8% |