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 | $460,029 | $49,177+835.5% | $79,464+478.9% | $64,186+616.7% |
| Participation rate | 90.2% | 65.0%+25.2pp | 73.3%+16.9pp | 69.6%+20.7pp |
| Annual return | -4.50% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $18,446 | $2,076+788.4% | $2,800+558.7% | $2,381+674.8% |
| Participant deferral / active EE | $13,829 | $2,821+390.1% | $3,704+273.4% | $3,470+298.6% |
| Admin fee / account holder | $44,305 | $3,839+1054.1% | $5,113+766.5% | $4,888+806.4% |