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 | $252,254 | $100,754+150.4% | $86,677+191.0% | $134,475+87.6% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -19.65% | 29.04%-48.7pp | 35.91%-55.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $759 | $3,489-78.2% | $2,836-73.2% | $4,740-84.0% |
| Participant deferral / active EE | $3,796 | $5,338-28.9% | $4,656-18.5% | $6,400-40.7% |
| Admin fee / account holder | $3,149 | $10,926-71.2% | $7,493-58.0% | $11,426-72.4% |