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 | $296,973 | $57,354+417.8% | $83,848+254.2% | $64,186+362.7% |
| Participation rate | 96.6% | 68.6%+27.9pp | 76.1%+20.4pp | 69.6%+27.0pp |
| Annual return | -6.57% | 11.38%-18.0pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $6,737 | $2,545+164.7% | $3,631+85.6% | $2,381+183.0% |
| Participant deferral / active EE | $11,263 | $2,993+276.3% | $4,082+175.9% | $3,470+224.6% |
| Admin fee / account holder | $2,654 | $4,046-34.4% | $5,478-51.6% | $4,888-45.7% |