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 | $273,605 | $175,600+55.8% | $129,110+111.9% | $134,475+103.5% |
| Participation rate | 91.7% | 81.6%+10.1pp | 77.3%+14.4pp | 81.2%+10.4pp |
| Annual return | -13.42% | -11.39%-2.0pp | -10.94%-2.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,376 | $7,975-32.6% | $6,542-17.8% | $6,400-16.0% |
| Admin fee / account holder | $2,328 | $23,567-90.1% | $14,302-83.7% | $11,426-79.6% |