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 | $407,749 | $95,862+325.3% | $79,550+412.6% | $134,475+203.2% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -17.39% | -2.69%-14.7pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,287 | $3,128-26.9% | $2,413-5.2% | $4,740-51.7% |
| Participant deferral / active EE | $3,635 | $4,693-22.6% | $3,985-8.8% | $6,400-43.2% |
| Admin fee / account holder | $1,118 | $9,126-87.7% | $6,832-83.6% | $11,426-90.2% |