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 | $258,200 | $90,590+185.0% | $90,782+184.4% | $135,375+90.7% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.7%+4.8pp | 82.6%+4.9pp |
| Annual return | -3.51% | -3.40%-0.1pp | -3.42%-0.1pp | 519.73%-523.2pp |
| Employer contribution / active EE | $9,768 | $4,352+124.4% | $4,105+137.9% | $4,779+104.4% |
| Participant deferral / active EE | $6,080 | $5,407+12.5% | $5,366+13.3% | $5,609+8.4% |
| Admin fee / account holder | $817 | $7,683-89.4% | $5,908-86.2% | $10,827-92.5% |