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 | $2,503,158 | $484,881+416.2% | $525,660+376.2% | $382,429+554.5% |
| Participation rate | 100.0% | 89.9%+10.1pp | 88.1%+11.9pp | 87.7%+12.3pp |
| Annual return | 9.53% | -7.82%+17.3pp | -7.17%+16.7pp | 248.85%-239.3pp |
| Employer contribution / active EE | $0 | $7,199-100.0% | $6,528-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,867-100.0% | $5,727-100.0% |
| Admin fee / account holder | $20,995 | $33,092-36.6% | $34,307-38.8% | $30,732-31.7% |