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 | $303,315 | $110,094+175.5% | $151,611+100.1% | $68,494+342.8% |
| Participation rate | 77.4% | 84.0%-6.5pp | 87.5%-10.1pp | 67.9%+9.5pp |
| Annual return | -14.01% | -10.12%-3.9pp | 3.33%-17.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,849 | $4,471-58.7% | $6,166-70.0% | $2,596-28.8% |
| Participant deferral / active EE | $7,190 | $6,527+10.2% | $8,363-14.0% | $4,027+78.5% |
| Admin fee / account holder | $30,039 | $7,719+289.2% | $11,616+158.6% | $5,403+456.0% |