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 | $262,858 | $77,813+237.8% | $123,544+112.8% | $64,186+309.5% |
| Participation rate | 95.6% | 74.7%+20.8pp | 82.3%+13.3pp | 69.6%+26.0pp |
| Annual return | -6.33% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $6,860 | $3,014+127.6% | $4,628+48.2% | $2,381+188.1% |
| Participant deferral / active EE | $13,835 | $5,240+164.0% | $6,426+115.3% | $3,470+298.8% |
| Admin fee / account holder | $4,652 | $5,519-15.7% | $9,284-49.9% | $4,888-4.8% |