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 | $295,556 | $77,813+279.8% | $123,544+139.2% | $64,186+360.5% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -3.72% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $12,077 | $3,014+300.7% | $4,628+161.0% | $2,381+407.3% |
| Participant deferral / active EE | $5,557 | $5,240+6.0% | $6,426-13.5% | $3,470+60.2% |
| Admin fee / account holder | $66,925 | $5,519+1112.7% | $9,284+620.9% | $4,888+1269.2% |