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 | $274,442 | $77,813+252.7% | $123,544+122.1% | $64,186+327.6% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -3.20% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $6,123 | $3,014+103.1% | $4,628+32.3% | $2,381+157.2% |
| Participant deferral / active EE | $10,125 | $5,240+93.2% | $6,426+57.6% | $3,470+191.8% |
| Admin fee / account holder | $1,026 | $5,519-81.4% | $9,284-89.0% | $4,888-79.0% |