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 | $285,963 | $62,586+356.9% | $76,768+272.5% | $64,186+345.5% |
| Participation rate | 98.2% | 72.8%+25.4pp | 77.0%+21.2pp | 69.6%+28.6pp |
| Annual return | -4.95% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,540 | $1,832+38.6% | $2,485+2.2% | $2,381+6.7% |
| Participant deferral / active EE | $3,103 | $3,145-1.3% | $3,852-19.4% | $3,470-10.6% |
| Admin fee / account holder | $22,947 | $4,667+391.7% | $6,675+243.8% | $4,888+369.4% |