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 | $269,035 | $77,813+245.7% | $123,544+117.8% | $64,186+319.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.20% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $7,788 | $3,014+158.4% | $4,628+68.3% | $2,381+227.1% |
| Participant deferral / active EE | $11,977 | $5,240+128.6% | $6,426+86.4% | $3,470+245.2% |
| Admin fee / account holder | $20,203 | $5,519+266.1% | $9,284+117.6% | $4,888+313.3% |