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 | $303,065 | $77,813+289.5% | $123,544+145.3% | $64,186+372.2% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.3%+10.4pp | 69.6%+23.2pp |
| Annual return | -5.91% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $7,091 | $3,014+135.3% | $4,628+53.2% | $2,381+197.8% |
| Participant deferral / active EE | $9,629 | $5,240+83.8% | $6,426+49.8% | $3,470+177.5% |
| Admin fee / account holder | $2,028 | $5,519-63.2% | $9,284-78.2% | $4,888-58.5% |