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 | $276,695 | $77,813+255.6% | $123,544+124.0% | $64,186+331.1% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.2pp |
| Annual return | -4.65% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,042 | $3,014+67.3% | $4,628+9.0% | $2,381+111.8% |
| Participant deferral / active EE | $6,681 | $5,240+27.5% | $6,426+4.0% | $3,470+92.5% |
| Admin fee / account holder | $9,178 | $5,519+66.3% | $9,284-1.1% | $4,888+87.8% |