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 | $271,103 | $77,813+248.4% | $123,544+119.4% | $64,186+322.4% |
| Participation rate | 95.6% | 74.7%+20.8pp | 82.3%+13.3pp | 69.6%+26.0pp |
| Annual return | -5.85% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $10,609 | $3,014+252.0% | $4,628+129.3% | $2,381+345.6% |
| Participant deferral / active EE | $10,543 | $5,240+101.2% | $6,426+64.1% | $3,470+203.9% |
| Admin fee / account holder | $10,278 | $5,519+86.2% | $9,284+10.7% | $4,888+110.3% |