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 | $394,158 | $73,867+433.6% | $143,757+174.2% | $68,494+475.5% |
| Participation rate | 95.8% | 66.7%+29.2pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -16.47% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $24,142 | $3,184+658.2% | $4,951+387.6% | $2,596+829.8% |
| Participant deferral / active EE | $13,723 | $3,384+305.5% | $5,637+143.4% | $4,027+240.8% |
| Admin fee / account holder | $90,861 | $5,755+1478.9% | $14,673+519.2% | $5,403+1581.8% |