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 | $438,186 | $78,988+454.8% | - | $273,961+59.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | - | 83.0%+17.0pp |
| Annual return | 4.32% | 18.48%-14.2pp | - | 41.45%-37.1pp |
| Employer contribution / active EE | $25,000 | $4,066+514.8% | - | $4,869+413.5% |
| Participant deferral / active EE | $0 | $3,397-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $6,399 | $13,270-51.8% | - | $10,132-36.8% |