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 | $362,504 | $73,867+390.8% | $143,757+152.2% | $68,494+429.2% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -13.81% | 1.01%-14.8pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $20,253 | $3,184+536.1% | $4,951+309.1% | $2,596+680.1% |
| Participant deferral / active EE | $12,091 | $3,384+257.3% | $5,637+114.5% | $4,027+200.2% |
| Admin fee / account holder | $11,319 | $5,755+96.7% | $14,673-22.9% | $5,403+109.5% |