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 | $256,712 | $76,000+237.8% | $154,107+66.6% | $64,186+300.0% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | -0.25% | 30.32%-30.6pp | 735.12%-735.4pp | 7.63%-7.9pp |
| Employer contribution / active EE | $14,643 | $3,351+337.0% | $5,298+176.4% | $2,381+515.0% |
| Participant deferral / active EE | $7,175 | $3,175+126.0% | $5,081+41.2% | $3,470+106.8% |
| Admin fee / account holder | $882 | $5,596-84.2% | $13,411-93.4% | $4,888-82.0% |