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 | $463,268 | $73,867+527.2% | $143,757+222.3% | $68,494+576.4% |
| Participation rate | 94.2% | 66.7%+27.5pp | 80.3%+13.9pp | 67.9%+26.3pp |
| Annual return | -13.25% | 1.01%-14.3pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $32,811 | $3,184+930.4% | $4,951+562.7% | $2,596+1163.7% |
| Participant deferral / active EE | $4,604 | $3,384+36.0% | $5,637-18.3% | $4,027+14.3% |
| Admin fee / account holder | $21,886 | $5,755+280.3% | $14,673+49.2% | $5,403+305.1% |