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 | $345,234 | $142,344+142.5% | $119,609+188.6% | $134,475+156.7% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -15.85% | -12.44%-3.4pp | -14.97%-0.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,048 | $5,222-41.6% | $4,232-28.0% | $4,740-35.7% |
| Participant deferral / active EE | $9,850 | $6,469+52.3% | $5,602+75.8% | $6,400+53.9% |
| Admin fee / account holder | $3,511 | $13,584-74.2% | $10,323-66.0% | $11,426-69.3% |