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 | $278,540 | $110,094+153.0% | $151,611+83.7% | $68,494+306.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -14.16% | -10.12%-4.0pp | 3.33%-17.5pp | -7.84%-6.3pp |
| Employer contribution / active EE | $5,969 | $4,471+33.5% | $6,166-3.2% | $2,596+129.9% |
| Participant deferral / active EE | $16,502 | $6,527+152.8% | $8,363+97.3% | $4,027+309.8% |
| Admin fee / account holder | $38,826 | $7,719+403.0% | $11,616+234.3% | $5,403+618.6% |