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 | $280,133 | $110,094+154.4% | $151,611+84.8% | $68,494+309.0% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -16.77% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $12,540 | $4,471+180.5% | $6,166+103.4% | $2,596+383.0% |
| Participant deferral / active EE | $5,095 | $6,527-21.9% | $8,363-39.1% | $4,027+26.5% |
| Admin fee / account holder | $8,222 | $7,719+6.5% | $11,616-29.2% | $5,403+52.2% |