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 | $272,516 | $71,883+279.1% | $86,677+214.4% | $68,494+297.9% |
| Participation rate | 78.4% | 72.2%+6.1pp | 76.6%+1.8pp | 67.9%+10.5pp |
| Annual return | -13.42% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $17,128 | $2,173+688.3% | $2,836+503.9% | $2,596+559.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $40,649 | $6,112+565.1% | $7,493+442.5% | $5,403+652.4% |