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 | $320,640 | $77,813+312.1% | $123,544+159.5% | $64,186+399.6% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.3%+7.2pp | 69.6%+19.9pp |
| Annual return | -4.29% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $10,354 | $3,014+243.5% | $4,628+123.7% | $2,381+334.9% |
| Participant deferral / active EE | $9,967 | $5,240+90.2% | $6,426+55.1% | $3,470+187.3% |
| Admin fee / account holder | $15,787 | $5,519+186.1% | $9,284+70.0% | $4,888+223.0% |