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 | $349,564 | $64,707+440.2% | $112,228+211.5% | $68,494+410.4% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -18.11% | -11.40%-6.7pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,665 | $2,746+106.3% | $3,635+55.9% | $2,596+118.2% |
| Participant deferral / active EE | $7,622 | $3,565+113.8% | $4,728+61.2% | $4,027+89.3% |
| Admin fee / account holder | $34,497 | $5,232+559.3% | $6,410+438.2% | $5,403+538.5% |