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 | $260,212 | $94,529+175.3% | $140,016+85.8% | $64,186+305.4% |
| Participation rate | 90.5% | 84.1%+6.4pp | 87.5%+3.0pp | 69.6%+20.9pp |
| Annual return | -4.88% | 7.77%-12.6pp | 651.12%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $15,616 | $3,812+309.6% | $5,606+178.6% | $2,381+555.9% |
| Participant deferral / active EE | $17,219 | $5,250+228.0% | $6,927+148.6% | $3,470+396.3% |
| Admin fee / account holder | $20,098 | $6,741+198.2% | $10,705+87.7% | $4,888+311.2% |