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 | $280,866 | $95,862+193.0% | $79,550+253.1% | $134,475+108.9% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -16.13% | -2.69%-13.4pp | 0.16%-16.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,977 | $3,128-4.8% | $2,413+23.4% | $4,740-37.2% |
| Participant deferral / active EE | $13,350 | $4,693+184.5% | $3,985+235.0% | $6,400+108.6% |
| Admin fee / account holder | $2,586 | $9,126-71.7% | $6,832-62.2% | $11,426-77.4% |