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 | $290,618 | $167,307+73.7% | $143,757+102.2% | $134,475+116.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -11.57% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,095 | $5,619-44.9% | $4,951-37.5% | $4,740-34.7% |
| Participant deferral / active EE | $8,452 | $6,446+31.1% | $5,637+49.9% | $6,400+32.1% |
| Admin fee / account holder | $19,778 | $18,088+9.3% | $14,673+34.8% | $11,426+73.1% |