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 | $477,523 | $90,519+427.5% | $93,789+409.1% | $134,475+255.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | -16.38% | -15.72%-0.7pp | -11.33%-5.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $7,576 | $4,343+74.4% | $4,323+75.3% | $4,740+59.8% |
| Participant deferral / active EE | $13,903 | $5,978+132.6% | $6,094+128.1% | $6,400+117.2% |
| Admin fee / account holder | $793 | $9,252-91.4% | $7,195-89.0% | $11,426-93.1% |