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 | $369,659 | $77,813+375.1% | $123,544+199.2% | $64,186+475.9% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -4.27% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $11,761 | $3,014+290.2% | $4,628+154.1% | $2,381+394.0% |
| Participant deferral / active EE | $9,147 | $5,240+74.6% | $6,426+42.4% | $3,470+163.6% |
| Admin fee / account holder | $28,022 | $5,519+407.8% | $9,284+201.8% | $4,888+473.3% |