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 | $397,350 | $72,388+448.9% | $111,392+256.7% | $64,186+519.1% |
| Participation rate | 95.7% | 70.5%+25.1pp | 78.9%+16.8pp | 69.6%+26.1pp |
| Annual return | -4.82% | -1.50%-3.3pp | -2.06%-2.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $14,788 | $3,000+393.0% | $4,328+241.7% | $2,381+521.1% |
| Participant deferral / active EE | $16,195 | $4,241+281.8% | $5,567+190.9% | $3,470+366.8% |
| Admin fee / account holder | $22,236 | $5,719+288.8% | $12,266+81.3% | $4,888+354.9% |