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 | $372,557 | $77,813+378.8% | $123,544+201.6% | $64,186+480.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.43% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $13,462 | $3,014+346.7% | $4,628+190.9% | $2,381+465.4% |
| Participant deferral / active EE | $15,935 | $5,240+204.1% | $6,426+148.0% | $3,470+359.3% |
| Admin fee / account holder | $22,206 | $5,519+302.4% | $9,284+139.2% | $4,888+354.3% |