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 | $292,034 | $73,867+295.4% | $143,757+103.1% | $68,494+326.4% |
| Participation rate | 94.8% | 66.7%+28.2pp | 80.3%+14.5pp | 67.9%+27.0pp |
| Annual return | -17.60% | 1.01%-18.6pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $21,341 | $3,184+570.2% | $4,951+331.0% | $2,596+722.0% |
| Participant deferral / active EE | $15,548 | $3,384+359.4% | $5,637+175.8% | $4,027+286.1% |
| Admin fee / account holder | $84,170 | $5,755+1362.7% | $14,673+473.6% | $5,403+1457.9% |