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 | $255,892 | $77,813+228.9% | $123,544+107.1% | $64,186+298.7% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -4.04% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $5,658 | $3,014+87.7% | $4,628+22.3% | $2,381+137.7% |
| Participant deferral / active EE | $7,902 | $5,240+50.8% | $6,426+23.0% | $3,470+127.8% |
| Admin fee / account holder | $11,421 | $5,519+106.9% | $9,284+23.0% | $4,888+133.7% |