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 | $666,248 | $77,813+756.2% | $123,544+439.3% | $64,186+938.0% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.2pp |
| Annual return | -6.26% | 12.48%-18.7pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $14,562 | $3,014+383.2% | $4,628+214.7% | $2,381+511.7% |
| Participant deferral / active EE | $12,958 | $5,240+147.3% | $6,426+101.7% | $3,470+273.5% |
| Admin fee / account holder | $6,058 | $5,519+9.8% | $9,284-34.7% | $4,888+23.9% |