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 | $271,747 | $57,354+373.8% | $83,848+224.1% | $64,186+323.4% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.2pp | 69.6%+26.8pp |
| Annual return | -3.38% | 11.38%-14.8pp | 850.88%-854.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $15,349 | $2,545+503.0% | $3,631+322.7% | $2,381+544.7% |
| Participant deferral / active EE | $9,594 | $2,993+220.5% | $4,082+135.1% | $3,470+176.5% |
| Admin fee / account holder | $9,103 | $4,046+125.0% | $5,478+66.2% | $4,888+86.2% |