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 | $442,313 | $110,094+301.8% | $151,611+191.7% | $68,494+545.8% |
| Participation rate | 78.0% | 84.0%-6.0pp | 87.5%-9.5pp | 67.9%+10.1pp |
| Annual return | -18.01% | -10.12%-7.9pp | 3.33%-21.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $15,119 | $4,471+238.2% | $6,166+145.2% | $2,596+482.3% |
| Participant deferral / active EE | $18,591 | $6,527+184.8% | $8,363+122.3% | $4,027+361.6% |
| Admin fee / account holder | $24,282 | $7,719+214.6% | $11,616+109.0% | $5,403+349.4% |