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 | $353,976 | $57,354+517.2% | $83,848+322.2% | $64,186+451.5% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | -4.31% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $12,129 | $2,545+376.5% | $3,631+234.1% | $2,381+409.4% |
| Participant deferral / active EE | $5,821 | $2,993+94.5% | $4,082+42.6% | $3,470+67.8% |
| Admin fee / account holder | $84,757 | $4,046+1995.0% | $5,478+1447.2% | $4,888+1634.0% |