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 | $252,296 | $105,860+138.3% | $90,749+178.0% | $134,475+87.6% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -9.46% | -11.01%+1.6pp | -12.16%+2.7pp | 417.96%-427.4pp |
| Employer contribution / active EE | $2,668 | $3,462-22.9% | $2,921-8.7% | $4,740-43.7% |
| Participant deferral / active EE | $8,146 | $5,216+56.2% | $4,564+78.5% | $6,400+27.3% |
| Admin fee / account holder | $15,797 | $13,938+13.3% | $8,445+87.1% | $11,426+38.3% |