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 | $488,919 | $76,000+543.3% | $154,107+217.3% | $64,186+661.7% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.7pp |
| Annual return | -6.50% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $21,684 | $3,351+547.1% | $5,298+309.3% | $2,381+810.8% |
| Participant deferral / active EE | $16,951 | $3,175+433.9% | $5,081+233.6% | $3,470+388.6% |
| Admin fee / account holder | $2,558 | $5,596-54.3% | $13,411-80.9% | $4,888-47.7% |