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 | $250,379 | $81,900+205.7% | $119,609+109.3% | $68,494+265.5% |
| Participation rate | 91.9% | 71.9%+20.0pp | 79.3%+12.6pp | 67.9%+24.0pp |
| Annual return | -13.05% | -23.82%+10.8pp | -14.97%+1.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $8,806 | $2,693+226.9% | $4,232+108.1% | $2,596+239.2% |
| Participant deferral / active EE | $9,781 | $4,148+135.8% | $5,602+74.6% | $4,027+142.9% |
| Admin fee / account holder | $21,988 | $6,582+234.1% | $10,323+113.0% | $5,403+307.0% |