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 | $270,142 | $71,883+275.8% | $86,677+211.7% | $68,494+294.4% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -12.13% | 3.52%-15.7pp | 35.91%-48.0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,815 | $2,173+29.5% | $2,836-0.8% | $2,596+8.4% |
| Participant deferral / active EE | $6,623 | $3,779+75.3% | $4,656+42.3% | $4,027+64.5% |
| Admin fee / account holder | $4,549 | $6,112-25.6% | $7,493-39.3% | $5,403-15.8% |