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 | $275,115 | $110,094+149.9% | $151,611+81.5% | $68,494+301.7% |
| Participation rate | 93.0% | 84.0%+9.0pp | 87.5%+5.5pp | 67.9%+25.1pp |
| Annual return | -15.68% | -10.12%-5.6pp | 3.33%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $9,298 | $4,471+108.0% | $6,166+50.8% | $2,596+258.1% |
| Participant deferral / active EE | $21,041 | $6,527+222.4% | $8,363+151.6% | $4,027+422.5% |
| Admin fee / account holder | $9,992 | $7,719+29.4% | $11,616-14.0% | $5,403+84.9% |