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 | $369,385 | $77,813+374.7% | $123,544+199.0% | $64,186+475.5% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -5.13% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,650 | $3,014+87.5% | $4,628+22.1% | $2,381+137.3% |
| Participant deferral / active EE | $8,633 | $5,240+64.8% | $6,426+34.4% | $3,470+148.8% |
| Admin fee / account holder | $9,194 | $5,519+66.6% | $9,284-1.0% | $4,888+88.1% |