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 | $278,494 | $73,867+277.0% | $143,757+93.7% | $68,494+306.6% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -14.28% | 1.01%-15.3pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $16,082 | $3,184+405.1% | $4,951+224.8% | $2,596+519.4% |
| Participant deferral / active EE | $7,077 | $3,384+109.1% | $5,637+25.6% | $4,027+75.7% |
| Admin fee / account holder | $3,982 | $5,755-30.8% | $14,673-72.9% | $5,403-26.3% |