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 | $283,322 | $82,664+242.7% | $125,339+126.0% | $68,494+313.6% |
| Participation rate | 90.3% | 75.0%+15.3pp | 82.4%+8.0pp | 67.9%+22.4pp |
| Annual return | -10.77% | -5.97%-4.8pp | 572.05%-582.8pp | -7.84%-2.9pp |
| Employer contribution / active EE | $6,334 | $3,381+87.3% | $4,814+31.6% | $2,596+144.0% |
| Participant deferral / active EE | $7,707 | $6,110+26.1% | $7,446+3.5% | $4,027+91.4% |
| Admin fee / account holder | $2,253 | $6,275-64.1% | $10,010-77.5% | $5,403-58.3% |