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 | $353,867 | $94,529+274.3% | $140,016+152.7% | $64,186+451.3% |
| Participation rate | 97.6% | 84.1%+13.5pp | 87.5%+10.1pp | 69.6%+28.0pp |
| Annual return | -4.32% | 7.77%-12.1pp | 651.12%-655.4pp | 7.63%-12.0pp |
| Employer contribution / active EE | $9,823 | $3,812+157.7% | $5,606+75.2% | $2,381+312.6% |
| Participant deferral / active EE | $14,639 | $5,250+178.8% | $6,927+111.3% | $3,470+321.9% |
| Admin fee / account holder | $6,350 | $6,741-5.8% | $10,705-40.7% | $4,888+29.9% |