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 | $257,483 | $175,600+46.6% | $129,110+99.4% | $134,475+91.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.3%+10.2pp | 81.2%+6.3pp |
| Annual return | -15.79% | -11.39%-4.4pp | -10.94%-4.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $6,390 | $6,355+0.5% | $5,052+26.5% | $4,740+34.8% |
| Participant deferral / active EE | $5,336 | $7,975-33.1% | $6,542-18.4% | $6,400-16.6% |
| Admin fee / account holder | $11,457 | $23,567-51.4% | $14,302-19.9% | $11,426+0.3% |