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 | $294,311 | $57,354+413.2% | $83,848+251.0% | $64,186+358.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.00% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $16,677 | $2,545+555.2% | $3,631+359.3% | $2,381+600.5% |
| Participant deferral / active EE | $9,830 | $2,993+228.4% | $4,082+140.8% | $3,470+183.3% |
| Admin fee / account holder | $3,860 | $4,046-4.6% | $5,478-29.5% | $4,888-21.0% |