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 | $252,013 | $63,442+297.2% | $68,791+266.3% | $66,914+276.6% |
| Participation rate | 93.0% | 60.0%+33.0pp | 69.0%+24.0pp | 69.8%+23.2pp |
| Annual return | -17.02% | -8.29%-8.7pp | -6.38%-10.6pp | 1.58%-18.6pp |
| Employer contribution / active EE | $4,409 | $1,775+148.4% | $2,655+66.1% | $2,544+73.3% |
| Participant deferral / active EE | $14,328 | $2,945+386.6% | $3,941+263.5% | $4,237+238.2% |
| Admin fee / account holder | $8,670 | $577+1401.8% | $4,932+75.8% | $593+1361.5% |