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 | $407,604 | $110,094+270.2% | $151,611+168.8% | $68,494+495.1% |
| Participation rate | 94.7% | 84.0%+10.8pp | 87.5%+7.2pp | 67.9%+26.8pp |
| Annual return | -16.86% | -10.12%-6.7pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $18,956 | $4,471+324.0% | $6,166+207.4% | $2,596+630.1% |
| Participant deferral / active EE | $18,223 | $6,527+179.2% | $8,363+117.9% | $4,027+352.5% |
| Admin fee / account holder | $8,219 | $7,719+6.5% | $11,616-29.2% | $5,403+52.1% |