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 | $271,131 | $77,813+248.4% | $123,544+119.5% | $64,186+322.4% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -5.09% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,568 | $3,014-14.8% | $4,628-44.5% | $2,381+7.8% |
| Participant deferral / active EE | $6,313 | $5,240+20.5% | $6,426-1.8% | $3,470+81.9% |
| Admin fee / account holder | $14,271 | $5,519+158.6% | $9,284+53.7% | $4,888+192.0% |