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 9-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 | $260,335 | $76,552+240.1% | $123,892+110.1% | $62,891+313.9% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $9,231 | $2,883+220.2% | $4,617+99.9% | $2,281+304.7% |
| Participant deferral / active EE | $10,623 | $4,840+119.5% | $5,984+77.5% | $3,203+231.7% |
| Admin fee / account holder | $95,046 | $4,826+1869.6% | $8,357+1037.3% | $4,296+2112.6% |