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 | $300,369 | $81,900+266.8% | $119,609+151.1% | $68,494+338.5% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.5pp | 67.9%+28.9pp |
| Annual return | -18.30% | -23.82%+5.5pp | -14.97%-3.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $5,673 | $2,693+110.6% | $4,232+34.0% | $2,596+118.5% |
| Participant deferral / active EE | $12,995 | $4,148+213.3% | $5,602+132.0% | $4,027+222.7% |
| Admin fee / account holder | $4,479 | $6,582-31.9% | $10,323-56.6% | $5,403-17.1% |