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 | $328,361 | $53,162+517.7% | $91,220+260.0% | $68,494+379.4% |
| Participation rate | 92.0% | 63.2%+28.8pp | 73.2%+18.8pp | 67.9%+24.1pp |
| Annual return | -13.99% | -3.14%-10.8pp | 114.01%-128.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,000 | $1,709+134.0% | $2,850+40.3% | $2,596+54.1% |
| Participant deferral / active EE | $4,131 | $2,974+38.9% | $4,234-2.4% | $4,027+2.6% |
| Admin fee / account holder | $9,166 | $4,493+104.0% | $5,420+69.1% | $5,403+69.7% |