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 | $252,215 | $56,484+346.5% | $169,463+48.8% | $64,186+292.9% |
| Participation rate | 96.7% | 64.5%+32.1pp | 77.8%+18.9pp | 69.6%+27.1pp |
| Annual return | -4.37% | -1.55%-2.8pp | 1.83%-6.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $14,053 | $1,832+666.9% | $4,159+237.9% | $2,381+490.2% |
| Participant deferral / active EE | $9,132 | $3,448+164.9% | $5,277+73.1% | $3,470+163.2% |
| Admin fee / account holder | $8,711 | $4,174+108.7% | $9,109-4.4% | $4,888+78.2% |