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 | $299,453 | $54,229+452.2% | $70,092+327.2% | $68,494+337.2% |
| Participation rate | 96.0% | 64.5%+31.5pp | 70.5%+25.5pp | 67.9%+28.1pp |
| Annual return | -13.73% | -13.87%+0.1pp | 190.73%-204.5pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,143 | $2,018-43.4% | $2,559-55.3% | $2,596-56.0% |
| Participant deferral / active EE | $7,994 | $2,956+170.5% | $3,849+107.7% | $4,027+98.5% |
| Admin fee / account holder | $6,858 | $4,694+46.1% | $6,267+9.4% | $5,403+26.9% |