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 | $528,696 | $175,600+201.1% | $129,110+309.5% | $134,475+293.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.3%-2.3pp | 81.2%-6.2pp |
| Annual return | -17.48% | -11.39%-6.1pp | -10.94%-6.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $26,398 | $6,355+315.4% | $5,052+422.6% | $4,740+457.0% |
| Participant deferral / active EE | $3,575 | $7,975-55.2% | $6,542-45.4% | $6,400-44.1% |
| Admin fee / account holder | $5,098 | $23,567-78.4% | $14,302-64.4% | $11,426-55.4% |