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 | $296,138 | $76,912+285.0% | $129,110+129.4% | $68,494+332.4% |
| Participation rate | 94.9% | 69.1%+25.7pp | 77.3%+17.6pp | 67.9%+27.0pp |
| Annual return | -13.68% | -9.78%-3.9pp | -10.94%-2.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $8,907 | $3,243+174.7% | $5,052+76.3% | $2,596+243.1% |
| Participant deferral / active EE | $9,103 | $4,732+92.4% | $6,542+39.1% | $4,027+126.0% |
| Admin fee / account holder | $80,768 | $6,638+1116.8% | $14,302+464.7% | $5,403+1394.9% |