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 | $331,714 | $59,107+461.2% | $86,436+283.8% | $68,494+384.3% |
| Participation rate | 95.1% | 75.2%+19.8pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -11.46% | -0.23%-11.2pp | 4394.89%-4406.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $6,259 | $2,519+148.5% | $3,769+66.1% | $2,596+141.1% |
| Participant deferral / active EE | $7,579 | $5,901+28.4% | $6,952+9.0% | $4,027+88.2% |
| Admin fee / account holder | $11,583 | $5,637+105.5% | $6,731+72.1% | $5,403+114.4% |