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 | $427,835 | $77,813+449.8% | $123,544+246.3% | $64,186+566.6% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.6pp |
| Annual return | -6.22% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $13,226 | $3,014+338.8% | $4,628+185.8% | $2,381+455.5% |
| Participant deferral / active EE | $7,297 | $5,240+39.3% | $6,426+13.6% | $3,470+110.3% |
| Admin fee / account holder | $17,459 | $5,519+216.4% | $9,284+88.1% | $4,888+257.2% |