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 | $290,778 | $142,344+104.3% | $119,609+143.1% | $134,475+116.2% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -20.01% | -12.44%-7.6pp | -14.97%-5.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,923 | $5,222-24.9% | $4,232-7.3% | $4,740-17.2% |
| Participant deferral / active EE | $7,389 | $6,469+14.2% | $5,602+31.9% | $6,400+15.5% |
| Admin fee / account holder | $6,131 | $13,584-54.9% | $10,323-40.6% | $11,426-46.3% |