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 | $298,274 | $73,867+303.8% | $143,757+107.5% | $68,494+335.5% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -16.45% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $9,929 | $3,184+211.8% | $4,951+100.6% | $2,596+282.4% |
| Participant deferral / active EE | $9,440 | $3,384+178.9% | $5,637+67.5% | $4,027+134.4% |
| Admin fee / account holder | $7,994 | $5,755+38.9% | $14,673-45.5% | $5,403+48.0% |