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 | $378,020 | $77,813+385.8% | $123,544+206.0% | $64,186+488.9% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -4.42% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $11,638 | $3,014+286.1% | $4,628+151.5% | $2,381+388.8% |
| Participant deferral / active EE | $9,904 | $5,240+89.0% | $6,426+54.1% | $3,470+185.5% |
| Admin fee / account holder | $4,176 | $5,519-24.3% | $9,284-55.0% | $4,888-14.6% |