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 | $294,925 | $76,401+286.0% | $106,387+177.2% | $64,186+359.5% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.5%+7.2pp | 69.6%+15.0pp |
| Annual return | -4.82% | -2.19%-2.6pp | 0.25%-5.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,550 | $2,680+107.1% | $3,520+57.7% | $2,381+133.1% |
| Participant deferral / active EE | $15,631 | $4,274+265.7% | $5,421+188.3% | $3,470+350.5% |
| Admin fee / account holder | $7,138 | $4,610+54.8% | $7,510-4.9% | $4,888+46.0% |