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 | $395,578 | $50,958+676.3% | $74,550+430.6% | $64,186+516.3% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.1%+12.3pp | 69.6%+11.9pp |
| Annual return | -5.89% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $8,725 | $1,115+682.3% | $1,961+344.9% | $2,381+266.5% |
| Participant deferral / active EE | $6,210 | $2,301+169.8% | $3,108+99.8% | $3,470+79.0% |
| Admin fee / account holder | $12,809 | $4,223+203.3% | $5,060+153.2% | $4,888+162.1% |