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 9-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 | $250,383 | $85,766+191.9% | $136,294+83.7% | $70,131+257.0% |
| Participation rate | 85.4% | 74.2%+11.3pp | 81.9%+3.5pp | 69.5%+15.9pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,613 | $2,966-45.6% | $4,695-65.6% | $2,342-31.1% |
| Participant deferral / active EE | $6,257 | $5,051+23.9% | $6,247+0.2% | $3,332+87.8% |
| Admin fee / account holder | $7,678 | $5,420+41.6% | $9,243-16.9% | $4,645+65.3% |