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 | $296,790 | $77,813+281.4% | $123,544+140.2% | $64,186+362.4% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | -6.60% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $6,685 | $3,014+121.8% | $4,628+44.5% | $2,381+180.8% |
| Participant deferral / active EE | $7,456 | $5,240+42.3% | $6,426+16.0% | $3,470+114.9% |
| Admin fee / account holder | $15,174 | $5,519+175.0% | $9,284+63.4% | $4,888+210.4% |