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 | $271,380 | $72,404+274.8% | $110,238+146.2% | $64,186+322.8% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.6%+26.9pp |
| Annual return | -5.53% | -6.29%+0.8pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,904 | $2,282+114.9% | $3,826+28.2% | $2,381+106.0% |
| Participant deferral / active EE | $9,839 | $3,469+183.6% | $4,672+110.6% | $3,470+183.6% |
| Admin fee / account holder | $45,599 | $5,664+705.0% | $8,547+433.5% | $4,888+832.9% |