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 | $311,440 | $72,177+331.5% | $115,037+170.7% | $59,632+422.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.72% | 12.02%-13.7pp | 26.14%-27.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $15,998 | $2,841+463.1% | $4,608+247.2% | $2,203+626.3% |
| Participant deferral / active EE | $11,550 | $4,783+141.5% | $6,026+91.7% | $3,192+261.9% |
| Admin fee / account holder | $11,661 | $4,927+136.7% | $8,175+42.6% | $4,297+171.4% |