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 | $277,405 | $77,813+256.5% | $123,544+124.5% | $64,186+332.2% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -5.06% | 12.48%-17.5pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7,778 | $3,014+158.1% | $4,628+68.1% | $2,381+226.7% |
| Participant deferral / active EE | $6,795 | $5,240+29.7% | $6,426+5.8% | $3,470+95.9% |
| Admin fee / account holder | $1,936 | $5,519-64.9% | $9,284-79.1% | $4,888-60.4% |