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 | $325,530 | $77,813+318.3% | $123,544+163.5% | $64,186+407.2% |
| Participation rate | 95.7% | 74.7%+20.9pp | 82.3%+13.4pp | 69.6%+26.1pp |
| Annual return | -4.93% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $8,321 | $3,014+176.1% | $4,628+79.8% | $2,381+249.5% |
| Participant deferral / active EE | $8,956 | $5,240+70.9% | $6,426+39.4% | $3,470+158.1% |
| Admin fee / account holder | $32,459 | $5,519+488.2% | $9,284+249.6% | $4,888+564.1% |