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 | $539,254 | $92,222+484.7% | $76,768+602.4% | $135,375+298.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -6.84% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $23,538 | $3,216+631.9% | $2,485+847.1% | $4,779+392.5% |
| Participant deferral / active EE | $13,331 | $4,509+195.7% | $3,852+246.1% | $5,609+137.7% |
| Admin fee / account holder | $1,265 | $10,748-88.2% | $6,675-81.0% | $10,827-88.3% |