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 | $292,980 | $77,813+276.5% | $123,544+137.1% | $64,186+356.5% |
| Participation rate | 95.7% | 74.7%+20.9pp | 82.3%+13.4pp | 69.6%+26.1pp |
| Annual return | -3.43% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $14,867 | $3,014+393.3% | $4,628+221.3% | $2,381+524.5% |
| Participant deferral / active EE | $11,273 | $5,240+115.1% | $6,426+75.4% | $3,470+224.9% |
| Admin fee / account holder | $52,124 | $5,519+844.5% | $9,284+461.5% | $4,888+966.4% |