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 | $257,761 | $77,813+231.3% | $123,544+108.6% | $64,186+301.6% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | -7.62% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $10,569 | $3,014+250.7% | $4,628+128.4% | $2,381+343.9% |
| Participant deferral / active EE | $5,400 | $5,240+3.1% | $6,426-16.0% | $3,470+55.6% |
| Admin fee / account holder | $4,599 | $5,519-16.7% | $9,284-50.5% | $4,888-5.9% |