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 | $325,887 | $110,094+196.0% | $151,611+114.9% | $68,494+375.8% |
| Participation rate | 83.1% | 84.0%-0.8pp | 87.5%-4.4pp | 67.9%+15.2pp |
| Annual return | -15.67% | -10.12%-5.5pp | 3.33%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $5,179 | $4,471+15.8% | $6,166-16.0% | $2,596+99.5% |
| Participant deferral / active EE | $5,762 | $6,527-11.7% | $8,363-31.1% | $4,027+43.1% |
| Admin fee / account holder | $10,946 | $7,719+41.8% | $11,616-5.8% | $5,403+102.6% |