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 | $365,931 | $95,862+281.7% | $79,550+360.0% | $134,475+172.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -11.38% | -2.69%-8.7pp | 0.16%-11.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $3,465 | $3,128+10.8% | $2,413+43.6% | $4,740-26.9% |
| Participant deferral / active EE | $8,258 | $4,693+76.0% | $3,985+107.2% | $6,400+29.0% |
| Admin fee / account holder | $690 | $9,126-92.4% | $6,832-89.9% | $11,426-94.0% |