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 | $374,541 | $167,484+123.6% | $151,611+147.0% | $134,475+178.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.32% | 7.80%-26.1pp | 3.33%-21.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,416 | $6,829-50.0% | $6,166-44.6% | $4,740-27.9% |
| Participant deferral / active EE | $7,074 | $8,986-21.3% | $8,363-15.4% | $6,400+10.5% |
| Admin fee / account holder | $2,194 | $13,783-84.1% | $11,616-81.1% | $11,426-80.8% |