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 | $301,875 | $142,344+112.1% | $119,609+152.4% | $134,475+124.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -12.00% | -12.44%+0.4pp | -14.97%+3.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $3,176 | $5,222-39.2% | $4,232-25.0% | $4,740-33.0% |
| Participant deferral / active EE | $4,800 | $6,469-25.8% | $5,602-14.3% | $6,400-25.0% |
| Admin fee / account holder | $51,979 | $13,584+282.6% | $10,323+403.5% | $11,426+354.9% |