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 | $256,546 | $64,707+296.5% | $112,228+128.6% | $68,494+274.6% |
| Participation rate | 97.7% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.8pp |
| Annual return | -18.02% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $11,388 | $2,746+314.7% | $3,635+213.3% | $2,596+338.6% |
| Participant deferral / active EE | $8,437 | $3,565+136.7% | $4,728+78.5% | $4,027+109.5% |
| Admin fee / account holder | $1,502 | $5,232-71.3% | $6,410-76.6% | $5,403-72.2% |