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 5-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 | $265,460 | $71,883+269.3% | $86,677+206.3% | $68,494+287.6% |
| Participation rate | 98.6% | 72.2%+26.4pp | 76.6%+22.1pp | 67.9%+30.7pp |
| Annual return | -15.88% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $7,873 | $2,173+262.3% | $2,836+177.6% | $2,596+203.2% |
| Participant deferral / active EE | $14,350 | $3,779+279.8% | $4,656+208.2% | $4,027+256.3% |
| Admin fee / account holder | $26,606 | $6,112+335.3% | $7,493+255.1% | $5,403+392.4% |