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 | $276,375 | $105,860+161.1% | $90,749+204.5% | $134,475+105.5% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -15.79% | -11.01%-4.8pp | -12.16%-3.6pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,703 | $3,462+6.9% | $2,921+26.8% | $4,740-21.9% |
| Participant deferral / active EE | $8,654 | $5,216+65.9% | $4,564+89.6% | $6,400+35.2% |
| Admin fee / account holder | $31,819 | $13,938+128.3% | $8,445+276.8% | $11,426+178.5% |