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 | $262,124 | $49,280+431.9% | $67,313+289.4% | $64,186+308.4% |
| Participation rate | 87.8% | 60.8%+27.0pp | 69.1%+18.7pp | 69.6%+18.2pp |
| Annual return | -7.11% | -1.39%-5.7pp | -4.08%-3.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,765 | $1,668+185.6% | $2,566+85.7% | $2,381+100.2% |
| Participant deferral / active EE | $4,431 | $2,484+78.4% | $3,568+24.2% | $3,470+27.7% |
| Admin fee / account holder | $90,520 | $3,863+2243.5% | $4,507+1908.5% | $4,888+1751.9% |