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 | $400,685 | $135,635+195.4% | $110,238+263.5% | $135,375+196.0% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | 0.41% | 513.19%-512.8pp | 314.74%-314.3pp | 519.73%-519.3pp |
| Employer contribution / active EE | $8,873 | $4,906+80.9% | $3,826+131.9% | $4,779+85.7% |
| Participant deferral / active EE | $7,991 | $5,506+45.1% | $4,672+71.1% | $5,609+42.5% |
| Admin fee / account holder | $1,548 | $11,457-86.5% | $8,547-81.9% | $10,827-85.7% |