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 | $262,378 | $77,813+237.2% | $123,544+112.4% | $64,186+308.8% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -1.05% | 12.48%-13.5pp | 119.20%-120.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $2,636 | $3,014-12.5% | $4,628-43.0% | $2,381+10.7% |
| Participant deferral / active EE | $8,215 | $5,240+56.8% | $6,426+27.9% | $3,470+136.8% |
| Admin fee / account holder | $8,614 | $5,519+56.1% | $9,284-7.2% | $4,888+76.2% |