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 | $484,854 | $127,386+280.6% | $115,037+321.5% | $125,391+286.7% |
| Participation rate | 95.8% | 84.2%+11.7pp | 81.4%+14.5pp | 83.2%+12.6pp |
| Annual return | -2.37% | 31.28%-33.7pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $22,609 | $5,166+337.6% | $4,608+390.7% | $4,866+364.6% |
| Participant deferral / active EE | $14,306 | $6,423+122.7% | $6,026+137.4% | $5,352+167.3% |
| Admin fee / account holder | $4,979 | $9,516-47.7% | $8,175-39.1% | $9,540-47.8% |