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 | $495,839 | $100,754+392.1% | $86,677+472.1% | $134,475+268.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -19.66% | 29.04%-48.7pp | 35.91%-55.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,819 | $3,489+9.4% | $2,836+34.6% | $4,740-19.4% |
| Participant deferral / active EE | $11,988 | $5,338+124.6% | $4,656+157.5% | $6,400+87.3% |
| Admin fee / account holder | $803 | $10,926-92.7% | $7,493-89.3% | $11,426-93.0% |