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 | $260,627 | $94,529+175.7% | $140,016+86.1% | $64,186+306.1% |
| Participation rate | 98.1% | 84.1%+14.1pp | 87.5%+10.7pp | 69.6%+28.6pp |
| Annual return | -3.72% | 7.77%-11.5pp | 651.12%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $11,641 | $3,812+205.3% | $5,606+107.7% | $2,381+388.9% |
| Participant deferral / active EE | $9,872 | $5,250+88.0% | $6,927+42.5% | $3,470+184.5% |
| Admin fee / account holder | $12,201 | $6,741+81.0% | $10,705+14.0% | $4,888+149.6% |