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 | $944,962 | $131,829+616.8% | $108,579+770.3% | $273,961+244.9% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 15.17% | -91.57%+106.7pp | -51.70%+66.9pp | 41.45%-26.3pp |
| Employer contribution / active EE | $6,786 | $4,912+38.1% | $3,758+80.6% | $4,869+39.4% |
| Participant deferral / active EE | $3,800 | $5,127-25.9% | $4,311-11.8% | $5,287-28.1% |
| Admin fee / account holder | $290,312 | $10,252+2731.8% | $7,645+3697.4% | $10,132+2765.3% |