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 | $257,809 | $69,010+273.6% | $159,960+61.2% | $68,494+276.4% |
| Participation rate | 94.9% | 65.4%+29.5pp | 78.0%+17.0pp | 67.9%+27.0pp |
| Annual return | -13.49% | -9.65%-3.8pp | 408.60%-422.1pp | -7.84%-5.6pp |
| Employer contribution / active EE | $11,686 | $2,213+428.0% | $4,226+176.5% | $2,596+350.1% |
| Participant deferral / active EE | $4,648 | $4,212+10.4% | $6,182-24.8% | $4,027+15.4% |
| Admin fee / account holder | $20,552 | $4,798+328.3% | $8,698+136.3% | $5,403+280.4% |