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 | $290,520 | $77,813+273.4% | $123,544+135.2% | $64,186+352.6% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -3.15% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $5,365 | $3,014+78.0% | $4,628+15.9% | $2,381+125.4% |
| Participant deferral / active EE | $12,563 | $5,240+139.8% | $6,426+95.5% | $3,470+262.1% |
| Admin fee / account holder | $7,007 | $5,519+27.0% | $9,284-24.5% | $4,888+43.3% |