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 | $284,315 | $110,094+158.2% | $151,611+87.5% | $68,494+315.1% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -13.90% | -10.12%-3.8pp | 3.33%-17.2pp | -7.84%-6.1pp |
| Employer contribution / active EE | $11,896 | $4,471+166.1% | $6,166+92.9% | $2,596+358.2% |
| Participant deferral / active EE | $12,974 | $6,527+98.8% | $8,363+55.1% | $4,027+222.2% |
| Admin fee / account holder | $564 | $7,719-92.7% | $11,616-95.1% | $5,403-89.6% |