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 | $252,560 | $48,265+423.3% | $68,791+267.1% | $68,494+268.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.16% | -12.71%-1.5pp | -6.38%-7.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $12,684 | $1,829+593.6% | $2,655+377.7% | $2,596+388.5% |
| Participant deferral / active EE | $5,197 | $2,867+81.3% | $3,941+31.9% | $4,027+29.0% |
| Admin fee / account holder | $6,961 | $4,355+59.8% | $4,932+41.1% | $5,403+28.8% |