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 | $252,274 | $71,883+251.0% | $86,677+191.1% | $68,494+268.3% |
| Participation rate | 95.1% | 72.2%+22.9pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | -13.83% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $17,348 | $2,173+698.4% | $2,836+511.6% | $2,596+568.2% |
| Participant deferral / active EE | $8,755 | $3,779+131.7% | $4,656+88.1% | $4,027+117.4% |
| Admin fee / account holder | $18,593 | $6,112+204.2% | $7,493+148.1% | $5,403+244.1% |