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 | $320,875 | $82,032+291.2% | $123,104+160.7% | $59,632+438.1% |
| Participation rate | 92.3% | 83.2%+9.1pp | 86.8%+5.5pp | 68.7%+23.6pp |
| Annual return | -1.67% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $21,005 | $3,297+537.1% | $5,151+307.8% | $2,203+853.6% |
| Participant deferral / active EE | $15,240 | $4,667+226.6% | $6,230+144.6% | $3,192+377.5% |
| Admin fee / account holder | $19,993 | $5,881+240.0% | $9,015+121.8% | $4,297+365.3% |