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 | $263,578 | $76,000+246.8% | $154,107+71.0% | $64,186+310.7% |
| Participation rate | 98.9% | 70.4%+28.5pp | 83.0%+15.8pp | 69.6%+29.3pp |
| Annual return | -6.36% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $6,725 | $3,351+100.7% | $5,298+27.0% | $2,381+182.5% |
| Participant deferral / active EE | $5,094 | $3,175+60.4% | $5,081+0.3% | $3,470+46.8% |
| Admin fee / account holder | $23,626 | $5,596+322.2% | $13,411+76.2% | $4,888+383.3% |