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 | $419,628 | $167,307+150.8% | $143,757+191.9% | $134,475+212.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -12.02% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $10,014 | $5,619+78.2% | $4,951+102.3% | $4,740+111.3% |
| Participant deferral / active EE | $5,130 | $6,446-20.4% | $5,637-9.0% | $6,400-19.8% |
| Admin fee / account holder | $998 | $18,088-94.5% | $14,673-93.2% | $11,426-91.3% |