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 | $252,920 | $75,828+233.5% | $147,614+71.3% | $59,632+324.1% |
| Participation rate | 96.7% | 71.6%+25.1pp | 84.6%+12.0pp | 68.7%+28.0pp |
| Annual return | -2.05% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $10,205 | $3,485+192.9% | $5,564+83.4% | $2,203+363.3% |
| Participant deferral / active EE | $5,659 | $3,130+80.8% | $4,895+15.6% | $3,192+77.3% |
| Admin fee / account holder | $1,813 | $5,985-69.7% | $11,611-84.4% | $4,297-57.8% |