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 | $397,675 | $167,307+137.7% | $143,757+176.6% | $134,475+195.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -16.92% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $13,632 | $5,619+142.6% | $4,951+175.3% | $4,740+187.6% |
| Participant deferral / active EE | $6,931 | $6,446+7.5% | $5,637+23.0% | $6,400+8.3% |
| Admin fee / account holder | $3,385 | $18,088-81.3% | $14,673-76.9% | $11,426-70.4% |