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 | $303,233 | $73,867+310.5% | $143,757+110.9% | $68,494+342.7% |
| Participation rate | 90.9% | 66.7%+24.3pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -6.95% | 1.01%-8.0pp | -0.04%-6.9pp | -7.84%+0.9pp |
| Employer contribution / active EE | $2,506 | $3,184-21.3% | $4,951-49.4% | $2,596-3.5% |
| Participant deferral / active EE | $6,964 | $3,384+105.8% | $5,637+23.5% | $4,027+72.9% |
| Admin fee / account holder | $1,825 | $5,755-68.3% | $14,673-87.6% | $5,403-66.2% |