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 | $458,299 | $94,529+384.8% | $140,016+227.3% | $64,186+614.0% |
| Participation rate | 92.7% | 84.1%+8.6pp | 87.5%+5.2pp | 69.6%+23.2pp |
| Annual return | -6.97% | 7.77%-14.7pp | 651.12%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $15,870 | $3,812+316.3% | $5,606+183.1% | $2,381+566.6% |
| Participant deferral / active EE | $16,110 | $5,250+206.9% | $6,927+132.6% | $3,470+364.3% |
| Admin fee / account holder | $12,896 | $6,741+91.3% | $10,705+20.5% | $4,888+163.8% |