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 | $351,631 | $94,529+272.0% | $140,016+151.1% | $64,186+447.8% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -4.94% | 7.77%-12.7pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $15,343 | $3,812+302.4% | $5,606+173.7% | $2,381+544.4% |
| Participant deferral / active EE | $14,921 | $5,250+184.2% | $6,927+115.4% | $3,470+330.1% |
| Admin fee / account holder | $102,316 | $6,741+1417.8% | $10,705+855.7% | $4,888+1993.2% |