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 | $290,120 | $81,900+254.2% | $119,609+142.6% | $68,494+323.6% |
| Participation rate | 94.6% | 71.9%+22.7pp | 79.3%+15.3pp | 67.9%+26.7pp |
| Annual return | -14.21% | -23.82%+9.6pp | -14.97%+0.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,309 | $2,693+22.8% | $4,232-21.8% | $2,596+27.4% |
| Participant deferral / active EE | $6,653 | $4,148+60.4% | $5,602+18.8% | $4,027+65.2% |
| Admin fee / account holder | $8,503 | $6,582+29.2% | $10,323-17.6% | $5,403+57.4% |