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 | $330,583 | $94,529+249.7% | $140,016+136.1% | $64,186+415.0% |
| Participation rate | 91.0% | 84.1%+7.0pp | 87.5%+3.5pp | 69.6%+21.5pp |
| Annual return | -6.11% | 7.77%-13.9pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $18,007 | $3,812+372.3% | $5,606+221.2% | $2,381+656.3% |
| Participant deferral / active EE | $14,610 | $5,250+178.3% | $6,927+110.9% | $3,470+321.1% |
| Admin fee / account holder | $6,715 | $6,741-0.4% | $10,705-37.3% | $4,888+37.4% |