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 | $328,273 | $76,000+331.9% | $154,107+113.0% | $64,186+411.4% |
| Participation rate | 93.1% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.5pp |
| Annual return | -5.46% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $25,280 | $3,351+654.4% | $5,298+377.2% | $2,381+961.8% |
| Participant deferral / active EE | $14,223 | $3,175+348.0% | $5,081+180.0% | $3,470+309.9% |
| Admin fee / account holder | $44,154 | $5,596+689.0% | $13,411+229.2% | $4,888+803.3% |