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 | $349,454 | $110,094+217.4% | $151,611+130.5% | $68,494+410.2% |
| Participation rate | 96.7% | 84.0%+12.7pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -16.70% | -10.12%-6.6pp | 3.33%-20.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $11,922 | $4,471+166.7% | $6,166+93.4% | $2,596+359.2% |
| Participant deferral / active EE | $16,909 | $6,527+159.1% | $8,363+102.2% | $4,027+319.9% |
| Admin fee / account holder | $10,839 | $7,719+40.4% | $11,616-6.7% | $5,403+100.6% |