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 | $440,476 | $105,860+316.1% | $90,749+385.4% | $134,475+227.6% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -20.03% | -11.01%-9.0pp | -12.16%-7.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,303 | $3,462-33.5% | $2,921-21.2% | $4,740-51.4% |
| Participant deferral / active EE | $5,051 | $5,216-3.1% | $4,564+10.7% | $6,400-21.1% |
| Admin fee / account holder | $3,214 | $13,938-76.9% | $8,445-61.9% | $11,426-71.9% |