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 | $300,638 | $56,357+433.5% | $104,294+188.3% | $68,494+338.9% |
| Participation rate | 94.7% | 63.3%+31.5pp | 73.3%+21.5pp | 67.9%+26.8pp |
| Annual return | -17.44% | -9.19%-8.2pp | 24.61%-42.0pp | -7.84%-9.6pp |
| Employer contribution / active EE | $9,069 | $1,960+362.7% | $3,372+169.0% | $2,596+249.3% |
| Participant deferral / active EE | $11,870 | $3,077+285.7% | $4,625+156.7% | $4,027+194.8% |
| Admin fee / account holder | $8,306 | $4,903+69.4% | $7,339+13.2% | $5,403+53.7% |