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 | $393,876 | $73,867+433.2% | $143,757+174.0% | $68,494+475.0% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -14.62% | 1.01%-15.6pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $22,275 | $3,184+599.6% | $4,951+349.9% | $2,596+758.0% |
| Participant deferral / active EE | $17,443 | $3,384+415.4% | $5,637+209.4% | $4,027+333.1% |
| Admin fee / account holder | $8,006 | $5,755+39.1% | $14,673-45.4% | $5,403+48.2% |