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 | $307,317 | $64,707+374.9% | $112,228+173.8% | $68,494+348.7% |
| Participation rate | 87.1% | 67.2%+19.9pp | 75.1%+12.0pp | 67.9%+19.2pp |
| Annual return | -15.66% | -11.40%-4.3pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $987 | $2,746-64.0% | $3,635-72.8% | $2,596-62.0% |
| Participant deferral / active EE | $10,246 | $3,565+187.4% | $4,728+116.7% | $4,027+154.4% |
| Admin fee / account holder | $50,167 | $5,232+858.8% | $6,410+682.6% | $5,403+828.5% |