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 | $322,013 | $81,900+293.2% | $119,609+169.2% | $68,494+370.1% |
| Participation rate | 97.5% | 71.9%+25.6pp | 79.3%+18.2pp | 67.9%+29.6pp |
| Annual return | -8.28% | -23.82%+15.5pp | -14.97%+6.7pp | -7.84%-0.4pp |
| Employer contribution / active EE | $5,446 | $2,693+102.2% | $4,232+28.7% | $2,596+109.8% |
| Participant deferral / active EE | $6,589 | $4,148+58.9% | $5,602+17.6% | $4,027+63.6% |
| Admin fee / account holder | $10,645 | $6,582+61.7% | $10,323+3.1% | $5,403+97.0% |