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 | $257,938 | $73,867+249.2% | $143,757+79.4% | $68,494+276.6% |
| Participation rate | 95.2% | 66.7%+28.6pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -15.65% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $7,191 | $3,184+125.8% | $4,951+45.3% | $2,596+177.0% |
| Participant deferral / active EE | $9,501 | $3,384+180.7% | $5,637+68.5% | $4,027+135.9% |
| Admin fee / account holder | $18,617 | $5,755+223.5% | $14,673+26.9% | $5,403+244.6% |