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 | $327,596 | $67,331+386.5% | $60,874+438.2% | $134,475+143.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.1%+19.2pp | 81.2%+11.1pp |
| Annual return | -12.35% | 49.93%-62.3pp | 16.90%-29.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $12,741 | $3,096+311.5% | $2,701+371.6% | $4,740+168.8% |
| Participant deferral / active EE | $5,454 | $4,538+20.2% | $3,817+42.9% | $6,400-14.8% |
| Admin fee / account holder | $3,630 | $4,582-20.8% | $3,224+12.6% | $11,426-68.2% |