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 | $291,476 | $57,354+408.2% | $83,848+247.6% | $64,186+354.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.06% | 11.38%-13.4pp | 850.88%-852.9pp | 7.63%-9.7pp |
| Employer contribution / active EE | $14,111 | $2,545+454.4% | $3,631+288.6% | $2,381+492.7% |
| Participant deferral / active EE | $11,606 | $2,993+287.8% | $4,082+184.3% | $3,470+234.5% |
| Admin fee / account holder | $5,517 | $4,046+36.4% | $5,478+0.7% | $4,888+12.9% |