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 | $393,693 | $100,754+290.7% | $86,677+354.2% | $134,475+192.8% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -16.75% | 29.04%-45.8pp | 35.91%-52.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $13,142 | $3,489+276.7% | $2,836+363.3% | $4,740+177.3% |
| Participant deferral / active EE | $8,714 | $5,338+63.2% | $4,656+87.2% | $6,400+36.2% |
| Admin fee / account holder | $88,878 | $10,926+713.4% | $7,493+1086.1% | $11,426+677.9% |