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 | $620,786 | $76,000+716.8% | $154,107+302.8% | $64,186+867.2% |
| Participation rate | 90.9% | 70.4%+20.5pp | 83.0%+7.9pp | 69.6%+21.3pp |
| Annual return | -6.54% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $20,995 | $3,351+526.6% | $5,298+296.3% | $2,381+781.8% |
| Participant deferral / active EE | $16,369 | $3,175+415.6% | $5,081+222.2% | $3,470+371.8% |
| Admin fee / account holder | $7,666 | $5,596+37.0% | $13,411-42.8% | $4,888+56.8% |