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 | $270,042 | $94,529+185.7% | $140,016+92.9% | $64,186+320.7% |
| Participation rate | 91.2% | 84.1%+7.1pp | 87.5%+3.7pp | 69.6%+21.6pp |
| Annual return | -5.39% | 7.77%-13.2pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $11,751 | $3,812+208.2% | $5,606+109.6% | $2,381+393.6% |
| Participant deferral / active EE | $20,169 | $5,250+284.2% | $6,927+191.2% | $3,470+481.3% |
| Admin fee / account holder | $43,208 | $6,741+541.0% | $10,705+303.6% | $4,888+783.9% |