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 | $250,229 | $72,404+245.6% | $110,238+127.0% | $64,186+289.9% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | -2.62% | -6.29%+3.7pp | 314.74%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $4,052 | $2,282+77.6% | $3,826+5.9% | $2,381+70.2% |
| Participant deferral / active EE | $9,448 | $3,469+172.3% | $4,672+102.2% | $3,470+172.3% |
| Admin fee / account holder | $1,062 | $5,664-81.3% | $8,547-87.6% | $4,888-78.3% |