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 | $281,617 | $76,000+270.5% | $154,107+82.7% | $64,186+338.8% |
| Participation rate | 88.6% | 70.4%+18.2pp | 83.0%+5.6pp | 69.6%+19.1pp |
| Annual return | -0.65% | 30.32%-31.0pp | 735.12%-735.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $4,613 | $3,351+37.7% | $5,298-12.9% | $2,381+93.8% |
| Participant deferral / active EE | $3,390 | $3,175+6.8% | $5,081-33.3% | $3,470-2.3% |
| Admin fee / account holder | $72,877 | $5,596+1202.3% | $13,411+443.4% | $4,888+1390.9% |