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 | $294,787 | $81,900+259.9% | $119,609+146.5% | $68,494+330.4% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -12.61% | -23.82%+11.2pp | -14.97%+2.4pp | -7.84%-4.8pp |
| Employer contribution / active EE | $10,696 | $2,693+297.1% | $4,232+152.7% | $2,596+312.0% |
| Participant deferral / active EE | $9,794 | $4,148+136.1% | $5,602+74.8% | $4,027+143.2% |
| Admin fee / account holder | $34,110 | $6,582+418.3% | $10,323+230.4% | $5,403+531.4% |