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 | $307,030 | $167,307+83.5% | $143,757+113.6% | $134,475+128.3% |
| Participation rate | 72.2% | 84.8%-12.6pp | 80.3%-8.1pp | 81.2%-9.0pp |
| Annual return | -13.23% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,333 | $5,619-58.5% | $4,951-52.9% | $4,740-50.8% |
| Participant deferral / active EE | $6,818 | $6,446+5.8% | $5,637+20.9% | $6,400+6.5% |
| Admin fee / account holder | $23,052 | $18,088+27.4% | $14,673+57.1% | $11,426+101.8% |