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 | $308,988 | $57,354+438.7% | $83,848+268.5% | $64,186+381.4% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | -3.89% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $5,066 | $2,545+99.0% | $3,631+39.5% | $2,381+112.8% |
| Participant deferral / active EE | $8,546 | $2,993+185.5% | $4,082+109.4% | $3,470+146.3% |
| Admin fee / account holder | $14,942 | $4,046+269.3% | $5,478+172.8% | $4,888+205.7% |