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 | $271,853 | $110,094+146.9% | $151,611+79.3% | $68,494+296.9% |
| Participation rate | 89.8% | 84.0%+5.9pp | 87.5%+2.3pp | 67.9%+21.9pp |
| Annual return | -13.20% | -10.12%-3.1pp | 3.33%-16.5pp | -7.84%-5.4pp |
| Employer contribution / active EE | $6,311 | $4,471+41.2% | $6,166+2.3% | $2,596+143.1% |
| Participant deferral / active EE | $7,915 | $6,527+21.3% | $8,363-5.4% | $4,027+96.5% |
| Admin fee / account holder | $10,729 | $7,719+39.0% | $11,616-7.6% | $5,403+98.6% |