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 | $583,312 | $76,000+667.5% | $154,107+278.5% | $64,186+808.8% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -5.91% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $18,649 | $3,351+456.5% | $5,298+252.0% | $2,381+683.3% |
| Participant deferral / active EE | $16,291 | $3,175+413.1% | $5,081+220.7% | $3,470+369.6% |
| Admin fee / account holder | $3,705 | $5,596-33.8% | $13,411-72.4% | $4,888-24.2% |