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 | $317,375 | $62,586+407.1% | $76,768+313.4% | $64,186+394.5% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | -6.43% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,838 | $1,832+164.1% | $2,485+94.7% | $2,381+103.2% |
| Participant deferral / active EE | $8,350 | $3,145+165.5% | $3,852+116.8% | $3,470+140.7% |
| Admin fee / account holder | $14,037 | $4,667+200.8% | $6,675+110.3% | $4,888+187.2% |