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 | $305,393 | $95,862+218.6% | $79,550+283.9% | $134,475+127.1% |
| Participation rate | 88.2% | 75.0%+13.2pp | 69.5%+18.7pp | 81.2%+7.0pp |
| Annual return | 10.00% | -2.69%+12.7pp | 0.16%+9.8pp | 417.96%-408.0pp |
| Employer contribution / active EE | $6,694 | $3,128+114.0% | $2,413+177.4% | $4,740+41.2% |
| Participant deferral / active EE | $5,258 | $4,693+12.0% | $3,985+31.9% | $6,400-17.8% |
| Admin fee / account holder | $9,628 | $9,126+5.5% | $6,832+40.9% | $11,426-15.7% |