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 | $301,576 | $211,958+42.3% | $169,463+78.0% | $135,375+122.8% |
| Participation rate | 73.3% | 82.6%-9.3pp | 77.8%-4.4pp | 82.6%-9.3pp |
| Annual return | -6.94% | 3.26%-10.2pp | 1.83%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,802 | $5,120-45.3% | $4,159-32.6% | $4,779-41.4% |
| Participant deferral / active EE | $7,686 | $6,075+26.5% | $5,277+45.7% | $5,609+37.0% |
| Admin fee / account holder | $11,893 | $11,471+3.7% | $9,109+30.6% | $10,827+9.8% |