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 | $401,481 | $83,427+381.2% | $115,756+246.8% | $68,494+486.2% |
| Participation rate | 82.1% | 71.9%+10.2pp | 77.1%+5.1pp | 67.9%+14.3pp |
| Annual return | -17.12% | -10.95%-6.2pp | 143.14%-160.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,056 | $3,075-0.6% | $3,793-19.4% | $2,596+17.7% |
| Participant deferral / active EE | $12,275 | $5,355+129.2% | $6,254+96.3% | $4,027+204.8% |
| Admin fee / account holder | $15,569 | $5,708+172.8% | $8,124+91.6% | $5,403+188.2% |