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 | $285,643 | $94,529+202.2% | $140,016+104.0% | $64,186+345.0% |
| Participation rate | 97.1% | 84.1%+13.1pp | 87.5%+9.6pp | 69.6%+27.6pp |
| Annual return | -3.53% | 7.77%-11.3pp | 651.12%-654.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,769 | $3,812+25.1% | $5,606-14.9% | $2,381+100.3% |
| Participant deferral / active EE | $17,003 | $5,250+223.9% | $6,927+145.5% | $3,470+390.1% |
| Admin fee / account holder | $23,625 | $6,741+250.5% | $10,705+120.7% | $4,888+383.3% |