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 7-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 | $286,528 | $167,307+71.3% | $143,757+99.3% | $134,475+113.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -1.48% | 0.46%-1.9pp | -0.04%-1.4pp | 417.96%-419.4pp |
| Employer contribution / active EE | $1,219 | $5,619-78.3% | $4,951-75.4% | $4,740-74.3% |
| Participant deferral / active EE | $4,383 | $6,446-32.0% | $5,637-22.2% | $6,400-31.5% |
| Admin fee / account holder | $2,639 | $18,088-85.4% | $14,673-82.0% | $11,426-76.9% |