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 | $515,335 | $77,813+562.3% | $123,544+317.1% | $64,186+702.9% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.6pp |
| Annual return | -6.46% | 12.48%-18.9pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $13,064 | $3,014+333.5% | $4,628+182.3% | $2,381+448.7% |
| Participant deferral / active EE | $11,223 | $5,240+114.2% | $6,426+74.7% | $3,470+223.5% |
| Admin fee / account holder | $6,477 | $5,519+17.4% | $9,284-30.2% | $4,888+32.5% |