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 | $278,807 | $73,867+277.4% | $143,757+93.9% | $68,494+307.1% |
| Participation rate | 91.2% | 66.7%+24.6pp | 80.3%+10.9pp | 67.9%+23.3pp |
| Annual return | 10.26% | 1.01%+9.2pp | -0.04%+10.3pp | -7.84%+18.1pp |
| Employer contribution / active EE | $7,895 | $3,184+147.9% | $4,951+59.5% | $2,596+204.1% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $19,309 | $5,755+235.5% | $14,673+31.6% | $5,403+257.4% |