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 | $494,674 | $167,484+195.4% | $151,611+226.3% | $134,475+267.9% |
| Participation rate | 72.2% | 88.4%-16.2pp | 87.5%-15.3pp | 81.2%-9.0pp |
| Annual return | -13.61% | 7.80%-21.4pp | 3.33%-16.9pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,101 | $6,829-69.2% | $6,166-65.9% | $4,740-55.7% |
| Participant deferral / active EE | $6,236 | $8,986-30.6% | $8,363-25.4% | $6,400-2.6% |
| Admin fee / account holder | $1,430 | $13,783-89.6% | $11,616-87.7% | $11,426-87.5% |