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 | $272,055 | $81,900+232.2% | $119,609+127.5% | $68,494+297.2% |
| Participation rate | 95.8% | 71.9%+23.9pp | 79.3%+16.6pp | 67.9%+27.9pp |
| Annual return | -16.35% | -23.82%+7.5pp | -14.97%-1.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $7,920 | $2,693+194.1% | $4,232+87.1% | $2,596+205.0% |
| Participant deferral / active EE | $7,474 | $4,148+80.2% | $5,602+33.4% | $4,027+85.6% |
| Admin fee / account holder | $11,024 | $6,582+67.5% | $10,323+6.8% | $5,403+104.1% |