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 | $384,570 | $54,350+607.6% | $82,719+364.9% | $68,494+461.5% |
| Participation rate | 76.9% | 63.9%+13.0pp | 72.6%+4.4pp | 67.9%+9.0pp |
| Annual return | -13.08% | -13.67%+0.6pp | 701.18%-714.3pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,835 | $2,218+27.8% | $3,009-5.8% | $2,596+9.2% |
| Participant deferral / active EE | $7,221 | $3,246+122.5% | $4,395+64.3% | $4,027+79.3% |
| Admin fee / account holder | $1,354 | $4,395-69.2% | $5,329-74.6% | $5,403-74.9% |