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 | $272,409 | $71,883+279.0% | $86,677+214.3% | $68,494+297.7% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -14.41% | 3.52%-17.9pp | 35.91%-50.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,266 | $2,173+50.3% | $2,836+15.1% | $2,596+25.8% |
| Participant deferral / active EE | $8,387 | $3,779+122.0% | $4,656+80.1% | $4,027+108.3% |
| Admin fee / account holder | $25,236 | $6,112+312.9% | $7,493+236.8% | $5,403+367.1% |