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 | $295,142 | $110,094+168.1% | $151,611+94.7% | $68,494+330.9% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -18.25% | -10.12%-8.1pp | 3.33%-21.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $10,055 | $4,471+124.9% | $6,166+63.1% | $2,596+287.3% |
| Participant deferral / active EE | $7,709 | $6,527+18.1% | $8,363-7.8% | $4,027+91.4% |
| Admin fee / account holder | $13,286 | $7,719+72.1% | $11,616+14.4% | $5,403+145.9% |