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 | $317,224 | $71,883+341.3% | $86,677+266.0% | $68,494+363.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.75% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $7,828 | $2,173+260.3% | $2,836+176.0% | $2,596+201.5% |
| Participant deferral / active EE | $10,943 | $3,779+189.6% | $4,656+135.1% | $4,027+171.7% |
| Admin fee / account holder | $6,510 | $6,112+6.5% | $7,493-13.1% | $5,403+20.5% |