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 | $372,383 | $42,383+778.6% | $76,523+386.6% | $64,186+480.2% |
| Participation rate | 87.1% | 58.1%+29.0pp | 68.0%+19.1pp | 69.6%+17.5pp |
| Annual return | -4.96% | -16.54%+11.6pp | -0.27%-4.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,335 | $1,563+177.3% | $2,647+63.8% | $2,381+82.1% |
| Participant deferral / active EE | $9,395 | $2,566+266.1% | $3,835+145.0% | $3,470+170.8% |
| Admin fee / account holder | $4,021 | $3,198+25.7% | $4,848-17.1% | $4,888-17.7% |