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 | $256,756 | $72,404+254.6% | $110,238+132.9% | $64,186+300.0% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | -4.05% | -6.29%+2.2pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $10,742 | $2,282+370.8% | $3,826+180.7% | $2,381+351.2% |
| Participant deferral / active EE | $7,777 | $3,469+124.2% | $4,672+66.5% | $3,470+124.2% |
| Admin fee / account holder | $1,295 | $5,664-77.1% | $8,547-84.9% | $4,888-73.5% |