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 | $359,924 | $73,867+387.3% | $143,757+150.4% | $68,494+425.5% |
| Participation rate | 82.8% | 66.7%+16.2pp | 80.3%+2.5pp | 67.9%+14.9pp |
| Annual return | 1.44% | 1.01%+0.4pp | -0.04%+1.5pp | -7.84%+9.3pp |
| Employer contribution / active EE | $8,724 | $3,184+174.0% | $4,951+76.2% | $2,596+236.0% |
| Participant deferral / active EE | $4,808 | $3,384+42.0% | $5,637-14.7% | $4,027+19.4% |
| Admin fee / account holder | $5,058 | $5,755-12.1% | $14,673-65.5% | $5,403-6.4% |