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 | $251,824 | $45,152+457.7% | $73,843+241.0% | $59,632+322.3% |
| Participation rate | 94.7% | 64.0%+30.7pp | 73.4%+21.3pp | 68.7%+26.1pp |
| Annual return | 0.03% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $9,007 | $1,902+373.6% | $2,787+223.1% | $2,203+308.9% |
| Participant deferral / active EE | $4,495 | $2,574+74.6% | $3,583+25.4% | $3,192+40.8% |
| Admin fee / account holder | $17,359 | $3,516+393.7% | $4,880+255.7% | $4,297+304.0% |