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 | $318,453 | $49,280+546.2% | $67,313+373.1% | $64,186+396.1% |
| Participation rate | 97.6% | 60.8%+36.8pp | 69.1%+28.5pp | 69.6%+28.0pp |
| Annual return | -4.23% | -1.39%-2.8pp | -4.08%-0.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $24,455 | $1,668+1365.8% | $2,566+853.2% | $2,381+927.2% |
| Participant deferral / active EE | $13,455 | $2,484+441.6% | $3,568+277.1% | $3,470+287.8% |
| Admin fee / account holder | $51,097 | $3,863+1222.9% | $4,507+1033.8% | $4,888+945.4% |