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 | $253,826 | $46,674+443.8% | $117,472+116.1% | $68,494+270.6% |
| Participation rate | 92.3% | 56.8%+35.5pp | 70.6%+21.7pp | 67.9%+24.4pp |
| Annual return | -15.28% | -14.52%-0.8pp | 29.74%-45.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $7,820 | $1,505+419.7% | $4,176+87.3% | $2,596+201.2% |
| Participant deferral / active EE | $7,247 | $2,636+174.9% | $4,070+78.1% | $4,027+80.0% |
| Admin fee / account holder | $5,583 | $4,020+38.9% | $5,645-1.1% | $5,403+3.3% |