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 | $317,366 | $142,344+123.0% | $119,609+165.3% | $134,475+136.0% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -6.67% | -12.44%+5.8pp | -14.97%+8.3pp | 417.96%-424.6pp |
| Employer contribution / active EE | $7,620 | $5,222+45.9% | $4,232+80.1% | $4,740+60.8% |
| Participant deferral / active EE | $8,933 | $6,469+38.1% | $5,602+59.5% | $6,400+39.6% |
| Admin fee / account holder | $10,545 | $13,584-22.4% | $10,323+2.1% | $11,426-7.7% |