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 | $269,514 | $77,813+246.4% | $123,544+118.2% | $64,186+319.9% |
| Participation rate | 83.9% | 74.7%+9.2pp | 82.3%+1.6pp | 69.6%+14.3pp |
| Annual return | -4.64% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,970 | $3,014-1.5% | $4,628-35.8% | $2,381+24.7% |
| Participant deferral / active EE | $6,859 | $5,240+30.9% | $6,426+6.8% | $3,470+97.7% |
| Admin fee / account holder | $9,583 | $5,519+73.6% | $9,284+3.2% | $4,888+96.1% |