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 | $325,057 | $77,813+317.7% | $123,544+163.1% | $64,186+406.4% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.3%+12.8pp | 69.6%+25.6pp |
| Annual return | -4.83% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $14,390 | $3,014+377.5% | $4,628+211.0% | $2,381+504.4% |
| Participant deferral / active EE | $8,459 | $5,240+61.4% | $6,426+31.6% | $3,470+143.8% |
| Admin fee / account holder | $9,724 | $5,519+76.2% | $9,284+4.7% | $4,888+98.9% |