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 9-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 | $413,470 | $133,958+208.7% | $112,228+268.4% | $134,475+207.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.44% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,408 | $4,038-15.6% | $3,635-6.2% | $4,740-28.1% |
| Participant deferral / active EE | $9,146 | $5,291+72.9% | $4,728+93.4% | $6,400+42.9% |
| Admin fee / account holder | $1,961 | $7,489-73.8% | $6,410-69.4% | $11,426-82.8% |