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 | $320,666 | $73,867+334.1% | $143,757+123.1% | $68,494+368.2% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -18.18% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,395 | $3,184+69.4% | $4,951+9.0% | $2,596+107.8% |
| Participant deferral / active EE | $14,994 | $3,384+343.0% | $5,637+166.0% | $4,027+272.3% |
| Admin fee / account holder | $27,197 | $5,755+372.6% | $14,673+85.4% | $5,403+403.4% |