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 | $318,912 | $81,900+289.4% | $119,609+166.6% | $68,494+365.6% |
| Participation rate | 95.6% | 71.9%+23.7pp | 79.3%+16.3pp | 67.9%+27.7pp |
| Annual return | -15.45% | -23.82%+8.4pp | -14.97%-0.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $12,852 | $2,693+377.2% | $4,232+203.7% | $2,596+395.0% |
| Participant deferral / active EE | $6,248 | $4,148+50.6% | $5,602+11.5% | $4,027+55.1% |
| Admin fee / account holder | $2,544 | $6,582-61.3% | $10,323-75.4% | $5,403-52.9% |