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 | $279,844 | $73,867+278.8% | $143,757+94.7% | $68,494+308.6% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -16.70% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $10,180 | $3,184+219.7% | $4,951+105.6% | $2,596+292.1% |
| Participant deferral / active EE | $7,267 | $3,384+114.7% | $5,637+28.9% | $4,027+80.4% |
| Admin fee / account holder | $10,691 | $5,755+85.8% | $14,673-27.1% | $5,403+97.9% |