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 | $421,490 | $77,813+441.7% | $123,544+241.2% | $64,186+556.7% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.3%+7.2pp | 69.6%+20.0pp |
| Annual return | -5.36% | 12.48%-17.8pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $12,304 | $3,014+308.2% | $4,628+165.9% | $2,381+416.8% |
| Participant deferral / active EE | $9,023 | $5,240+72.2% | $6,426+40.4% | $3,470+160.1% |
| Admin fee / account holder | $19,135 | $5,519+246.7% | $9,284+106.1% | $4,888+291.5% |