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 | $310,888 | $95,862+224.3% | $79,550+290.8% | $134,475+131.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.36% | -2.69%-10.7pp | 0.16%-13.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $803 | $3,128-74.3% | $2,413-66.7% | $4,740-83.1% |
| Participant deferral / active EE | $13,640 | $4,693+190.7% | $3,985+242.3% | $6,400+113.1% |
| Admin fee / account holder | $8,048 | $9,126-11.8% | $6,832+17.8% | $11,426-29.6% |