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 | $258,408 | $73,867+249.8% | $143,757+79.8% | $68,494+277.3% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -14.66% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,090 | $3,184+28.4% | $4,951-17.4% | $2,596+57.5% |
| Participant deferral / active EE | $6,019 | $3,384+77.9% | $5,637+6.8% | $4,027+49.5% |
| Admin fee / account holder | $1,451 | $5,755-74.8% | $14,673-90.1% | $5,403-73.1% |