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 | $302,208 | $72,404+317.4% | $110,238+174.1% | $64,186+370.8% |
| Participation rate | 91.9% | 73.3%+18.6pp | 79.8%+12.1pp | 69.6%+22.3pp |
| Annual return | 3.58% | -6.29%+9.9pp | 314.74%-311.2pp | 7.63%-4.0pp |
| Employer contribution / active EE | $3,239 | $2,282+42.0% | $3,826-15.3% | $2,381+36.1% |
| Participant deferral / active EE | $7,010 | $3,469+102.1% | $4,672+50.0% | $3,470+102.0% |
| Admin fee / account holder | $1,590 | $5,664-71.9% | $8,547-81.4% | $4,888-67.5% |