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 | $462,551 | $95,862+382.5% | $79,550+481.5% | $134,475+244.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -19.19% | -2.69%-16.5pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,808 | $3,128-10.2% | $2,413+16.4% | $4,740-40.8% |
| Participant deferral / active EE | $7,212 | $4,693+53.7% | $3,985+81.0% | $6,400+12.7% |
| Admin fee / account holder | $4,808 | $9,126-47.3% | $6,832-29.6% | $11,426-57.9% |