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 | $603,196 | $84,527+613.6% | $67,711+790.8% | $125,391+381.1% |
| Participation rate | 71.4% | 74.8%-3.4pp | 67.5%+3.9pp | 83.2%-11.8pp |
| Annual return | -0.19% | 2.57%-2.8pp | 25.41%-25.6pp | 282.22%-282.4pp |
| Employer contribution / active EE | $3,192 | $3,292-3.0% | $2,559+24.7% | $4,866-34.4% |
| Participant deferral / active EE | $9,438 | $4,429+113.1% | $3,585+163.3% | $5,352+76.4% |
| Admin fee / account holder | $22,155 | $5,340+314.9% | $4,255+420.7% | $9,540+132.2% |