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 | $313,888 | $77,813+303.4% | $123,544+154.1% | $64,186+389.0% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | -3.32% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,363 | $3,014-54.8% | $4,628-70.6% | $2,381-42.8% |
| Participant deferral / active EE | $9,632 | $5,240+83.8% | $6,426+49.9% | $3,470+177.6% |
| Admin fee / account holder | $7,257 | $5,519+31.5% | $9,284-21.8% | $4,888+48.5% |