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 | $264,512 | $57,354+361.2% | $83,848+215.5% | $64,186+312.1% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | -7.45% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,833 | $2,545+50.6% | $3,631+5.6% | $2,381+61.0% |
| Participant deferral / active EE | $9,066 | $2,993+202.9% | $4,082+122.1% | $3,470+161.3% |
| Admin fee / account holder | $7,841 | $4,046+93.8% | $5,478+43.1% | $4,888+60.4% |