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 | $374,469 | $77,813+381.2% | $123,544+203.1% | $64,186+483.4% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.4pp |
| Annual return | -4.20% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $31,503 | $3,014+945.3% | $4,628+580.7% | $2,381+1223.2% |
| Participant deferral / active EE | $10,036 | $5,240+91.5% | $6,426+56.2% | $3,470+189.3% |
| Admin fee / account holder | $49,177 | $5,519+791.1% | $9,284+429.7% | $4,888+906.1% |