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 | $500,448 | $54,229+822.8% | $70,092+614.0% | $68,494+630.6% |
| Participation rate | 86.7% | 64.5%+22.2pp | 70.5%+16.2pp | 67.9%+18.8pp |
| Annual return | -12.36% | -13.87%+1.5pp | 190.73%-203.1pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,168 | $2,018+7.4% | $2,559-15.3% | $2,596-16.5% |
| Participant deferral / active EE | $7,364 | $2,956+149.2% | $3,849+91.3% | $4,027+82.9% |
| Admin fee / account holder | $4,199 | $4,694-10.6% | $6,267-33.0% | $5,403-22.3% |