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 | $260,079 | $97,044+168.0% | $83,333+212.1% | $135,375+92.1% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -7.44% | 12.31%-19.7pp | 10.63%-18.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $5,425 | $4,143+30.9% | $3,379+60.6% | $4,779+13.5% |
| Participant deferral / active EE | $11,978 | $5,964+100.8% | $5,565+115.2% | $5,609+113.6% |
| Admin fee / account holder | $6,004 | $8,380-28.4% | $7,510-20.1% | $10,827-44.5% |