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 | $319,488 | $45,863+596.6% | $77,024+314.8% | $68,494+366.4% |
| Participation rate | 94.6% | 55.9%+38.7pp | 67.9%+26.7pp | 67.9%+26.7pp |
| Annual return | -13.15% | 1.72%-14.9pp | 42.32%-55.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $10,265 | $1,650+522.3% | $2,812+265.0% | $2,596+295.4% |
| Participant deferral / active EE | $18,424 | $2,962+522.0% | $4,426+316.2% | $4,027+357.5% |
| Admin fee / account holder | $5,935 | $3,041+95.2% | $5,425+9.4% | $5,403+9.9% |