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 | $453,697 | $57,354+691.1% | $83,848+441.1% | $64,186+606.9% |
| Participation rate | 79.3% | 68.6%+10.7pp | 76.1%+3.2pp | 69.6%+9.7pp |
| Annual return | -6.21% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $10,197 | $2,545+300.6% | $3,631+180.9% | $2,381+328.3% |
| Participant deferral / active EE | $12,336 | $2,993+312.1% | $4,082+202.2% | $3,470+255.5% |
| Admin fee / account holder | $5,436 | $4,046+34.4% | $5,478-0.8% | $4,888+11.2% |