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 | $264,950 | $57,354+362.0% | $83,848+216.0% | $64,186+312.8% |
| Participation rate | 91.1% | 68.6%+22.5pp | 76.1%+15.0pp | 69.6%+21.5pp |
| Annual return | -4.32% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $10,229 | $2,545+301.9% | $3,631+181.7% | $2,381+329.7% |
| Participant deferral / active EE | $7,485 | $2,993+150.1% | $4,082+83.4% | $3,470+115.7% |
| Admin fee / account holder | $1,840 | $4,046-54.5% | $5,478-66.4% | $4,888-62.4% |