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 | $355,510 | $64,707+449.4% | $112,228+216.8% | $68,494+419.0% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | 4.07% | -11.40%+15.5pp | 27.45%-23.4pp | -7.84%+11.9pp |
| Employer contribution / active EE | $11,263 | $2,746+310.2% | $3,635+209.9% | $2,596+333.8% |
| Participant deferral / active EE | $7,949 | $3,565+123.0% | $4,728+68.1% | $4,027+97.4% |
| Admin fee / account holder | $24,323 | $5,232+364.9% | $6,410+279.5% | $5,403+350.2% |