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 | $330,028 | $59,805+451.8% | $79,550+314.9% | $68,494+381.8% |
| Participation rate | 95.0% | 61.1%+33.9pp | 69.5%+25.5pp | 67.9%+27.1pp |
| Annual return | 20.15% | -12.30%+32.5pp | 0.16%+20.0pp | -7.84%+28.0pp |
| Employer contribution / active EE | $27,380 | $1,505+1719.4% | $2,413+1034.7% | $2,596+954.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $19,522 | $4,835+303.8% | $6,832+185.7% | $5,403+261.3% |