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 | $314,965 | $142,344+121.3% | $119,609+163.3% | $134,475+134.2% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.3%+7.4pp | 81.2%+5.4pp |
| Annual return | -18.21% | -12.44%-5.8pp | -14.97%-3.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,302 | $5,222-36.8% | $4,232-22.0% | $4,740-30.3% |
| Participant deferral / active EE | $9,409 | $6,469+45.4% | $5,602+68.0% | $6,400+47.0% |
| Admin fee / account holder | $5,361 | $13,584-60.5% | $10,323-48.1% | $11,426-53.1% |