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 | $267,914 | $81,900+227.1% | $119,609+124.0% | $68,494+291.1% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | -13.75% | -23.82%+10.1pp | -14.97%+1.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,100 | $2,693-22.0% | $4,232-50.4% | $2,596-19.1% |
| Participant deferral / active EE | $5,155 | $4,148+24.3% | $5,602-8.0% | $4,027+28.0% |
| Admin fee / account holder | $6,331 | $6,582-3.8% | $10,323-38.7% | $5,403+17.2% |