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 | $278,119 | $42,383+556.2% | $76,523+263.4% | $64,186+333.3% |
| Participation rate | 92.6% | 58.1%+34.4pp | 68.0%+24.6pp | 69.6%+23.0pp |
| Annual return | -4.27% | -16.54%+12.3pp | -0.27%-4.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,572 | $1,563+128.5% | $2,647+34.9% | $2,381+50.0% |
| Participant deferral / active EE | $10,419 | $2,566+306.0% | $3,835+171.6% | $3,470+200.3% |
| Admin fee / account holder | $20,035 | $3,198+526.5% | $4,848+313.2% | $4,888+309.9% |