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 | $328,866 | $73,867+345.2% | $143,757+128.8% | $68,494+380.1% |
| Participation rate | 97.8% | 66.7%+31.1pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -17.33% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,961 | $3,184+87.2% | $4,951+20.4% | $2,596+129.6% |
| Participant deferral / active EE | $11,110 | $3,384+228.3% | $5,637+97.1% | $4,027+175.9% |
| Admin fee / account holder | $4,610 | $5,755-19.9% | $14,673-68.6% | $5,403-14.7% |