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 | $351,320 | $142,344+146.8% | $119,609+193.7% | $134,475+161.3% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -19.72% | -12.44%-7.3pp | -14.97%-4.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,173 | $5,222-39.2% | $4,232-25.0% | $4,740-33.1% |
| Participant deferral / active EE | $11,974 | $6,469+85.1% | $5,602+113.8% | $6,400+87.1% |
| Admin fee / account holder | $12,587 | $13,584-7.3% | $10,323+21.9% | $11,426+10.2% |