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 | $464,235 | $138,065+236.2% | $123,544+275.8% | $135,375+242.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.86% | 153.68%-158.5pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $8,191 | $5,151+59.0% | $4,628+77.0% | $4,779+71.4% |
| Participant deferral / active EE | $12,576 | $6,799+85.0% | $6,426+95.7% | $5,609+124.2% |
| Admin fee / account holder | $1,830 | $10,916-83.2% | $9,284-80.3% | $10,827-83.1% |