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 | $436,867 | $105,860+312.7% | $90,749+381.4% | $134,475+224.9% |
| Participation rate | 85.0% | 78.2%+6.8pp | 75.7%+9.3pp | 81.2%+3.8pp |
| Annual return | -14.93% | -11.01%-3.9pp | -12.16%-2.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $6,595 | $3,462+90.5% | $2,921+125.8% | $4,740+39.2% |
| Participant deferral / active EE | $11,927 | $5,216+128.7% | $4,564+161.3% | $6,400+86.4% |
| Admin fee / account holder | $18,252 | $13,938+31.0% | $8,445+116.1% | $11,426+59.7% |