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 | $274,763 | $73,867+272.0% | $143,757+91.1% | $68,494+301.1% |
| Participation rate | 81.3% | 66.7%+14.6pp | 80.3%+0.9pp | 67.9%+13.4pp |
| Annual return | -10.82% | 1.01%-11.8pp | -0.04%-10.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $7,642 | $3,184+140.0% | $4,951+54.4% | $2,596+194.4% |
| Participant deferral / active EE | $3,618 | $3,384+6.9% | $5,637-35.8% | $4,027-10.2% |
| Admin fee / account holder | $1,593 | $5,755-72.3% | $14,673-89.1% | $5,403-70.5% |