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 | $400,322 | $77,813+414.5% | $123,544+224.0% | $64,186+523.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.17% | 12.48%-14.7pp | 119.20%-121.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $9,693 | $3,014+221.6% | $4,628+109.4% | $2,381+307.1% |
| Participant deferral / active EE | $7,298 | $5,240+39.3% | $6,426+13.6% | $3,470+110.3% |
| Admin fee / account holder | $24,836 | $5,519+350.0% | $9,284+167.5% | $4,888+408.1% |