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 | $256,704 | $71,883+257.1% | $86,677+196.2% | $68,494+274.8% |
| Participation rate | 81.0% | 72.2%+8.7pp | 76.6%+4.4pp | 67.9%+13.1pp |
| Annual return | -14.04% | 3.52%-17.6pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,159 | $2,173+91.4% | $2,836+46.6% | $2,596+60.2% |
| Participant deferral / active EE | $7,516 | $3,779+98.9% | $4,656+61.4% | $4,027+86.6% |
| Admin fee / account holder | $47,016 | $6,112+669.3% | $7,493+527.4% | $5,403+770.2% |