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 | $404,451 | $64,707+525.0% | $112,228+260.4% | $68,494+490.5% |
| Participation rate | 93.8% | 67.2%+26.6pp | 75.1%+18.7pp | 67.9%+25.9pp |
| Annual return | -13.25% | -11.40%-1.8pp | 27.45%-40.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $5,425 | $2,746+97.6% | $3,635+49.3% | $2,596+108.9% |
| Participant deferral / active EE | $12,612 | $3,565+253.8% | $4,728+166.8% | $4,027+213.2% |
| Admin fee / account holder | $20,053 | $5,232+283.3% | $6,410+212.8% | $5,403+271.2% |