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 | $289,824 | $57,354+405.3% | $83,848+245.7% | $64,186+351.5% |
| Participation rate | 88.0% | 68.6%+19.4pp | 76.1%+11.9pp | 69.6%+18.4pp |
| Annual return | -3.39% | 11.38%-14.8pp | 850.88%-854.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $7,628 | $2,545+199.7% | $3,631+110.1% | $2,381+220.4% |
| Participant deferral / active EE | $7,718 | $2,993+157.9% | $4,082+89.1% | $3,470+122.4% |
| Admin fee / account holder | $8,987 | $4,046+122.1% | $5,478+64.0% | $4,888+83.8% |