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 | $366,376 | $95,862+282.2% | $79,550+360.6% | $134,475+172.4% |
| Participation rate | 88.2% | 75.0%+13.2pp | 69.5%+18.7pp | 81.2%+7.0pp |
| Annual return | -15.29% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,328 | $3,128+38.4% | $2,413+79.3% | $4,740-8.7% |
| Participant deferral / active EE | $14,047 | $4,693+199.3% | $3,985+252.5% | $6,400+119.5% |
| Admin fee / account holder | $31,437 | $9,126+244.5% | $6,832+360.1% | $11,426+175.1% |