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 | $346,967 | $72,177+380.7% | $115,037+201.6% | $59,632+481.8% |
| Participation rate | 97.9% | 72.6%+25.3pp | 81.4%+16.5pp | 68.7%+29.2pp |
| Annual return | -0.61% | 12.02%-12.6pp | 26.14%-26.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $7,759 | $2,841+173.1% | $4,608+68.4% | $2,203+252.3% |
| Participant deferral / active EE | $15,938 | $4,783+233.2% | $6,026+164.5% | $3,192+399.4% |
| Admin fee / account holder | $28,642 | $4,927+481.3% | $8,175+250.4% | $4,297+566.6% |