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 | $312,760 | $79,633+292.8% | $93,789+233.5% | $68,494+356.6% |
| Participation rate | 84.6% | 75.4%+9.2pp | 81.0%+3.7pp | 67.9%+16.7pp |
| Annual return | -15.02% | -0.10%-14.9pp | -11.33%-3.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $6,608 | $3,665+80.3% | $4,323+52.9% | $2,596+154.5% |
| Participant deferral / active EE | $9,140 | $5,158+77.2% | $6,094+50.0% | $4,027+126.9% |
| Admin fee / account holder | $7,410 | $6,871+7.8% | $7,195+3.0% | $5,403+37.2% |