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 | $671,744 | $167,484+301.1% | $151,611+343.1% | $134,475+399.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -16.78% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,564 | $6,829-62.5% | $6,166-58.4% | $4,740-45.9% |
| Participant deferral / active EE | $8,250 | $8,986-8.2% | $8,363-1.4% | $6,400+28.9% |
| Admin fee / account holder | $3,560 | $13,783-74.2% | $11,616-69.4% | $11,426-68.8% |