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 | $330,977 | $48,265+585.7% | $68,791+381.1% | $68,494+383.2% |
| Participation rate | 96.3% | 60.7%+35.6pp | 69.0%+27.3pp | 67.9%+28.4pp |
| Annual return | -14.11% | -12.71%-1.4pp | -6.38%-7.7pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,291 | $1,829-29.4% | $2,655-51.4% | $2,596-50.3% |
| Participant deferral / active EE | $6,104 | $2,867+112.9% | $3,941+54.9% | $4,027+51.6% |
| Admin fee / account holder | $1,824 | $4,355-58.1% | $4,932-63.0% | $5,403-66.2% |