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 | $278,933 | $77,813+258.5% | $123,544+125.8% | $64,186+334.6% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.3%+12.8pp | 69.6%+25.6pp |
| Annual return | -5.17% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,364 | $3,014+78.0% | $4,628+15.9% | $2,381+125.3% |
| Participant deferral / active EE | $11,088 | $5,240+111.6% | $6,426+72.6% | $3,470+219.6% |
| Admin fee / account holder | $8,230 | $5,519+49.1% | $9,284-11.4% | $4,888+68.4% |