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 | $602,739 | $59,107+919.7% | $86,436+597.3% | $68,494+780.0% |
| Participation rate | 91.7% | 75.2%+16.4pp | 80.3%+11.3pp | 67.9%+23.8pp |
| Annual return | -18.67% | -0.23%-18.4pp | 4394.89%-4413.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $15,175 | $2,519+502.4% | $3,769+302.7% | $2,596+484.5% |
| Participant deferral / active EE | $20,649 | $5,901+249.9% | $6,952+197.0% | $4,027+412.7% |
| Admin fee / account holder | $1,416 | $5,637-74.9% | $6,731-79.0% | $5,403-73.8% |