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 | $294,614 | $167,307+76.1% | $143,757+104.9% | $134,475+119.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.41% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $9,620 | $5,619+71.2% | $4,951+94.3% | $4,740+103.0% |
| Participant deferral / active EE | $5,407 | $6,446-16.1% | $5,637-4.1% | $6,400-15.5% |
| Admin fee / account holder | $2,573 | $18,088-85.8% | $14,673-82.5% | $11,426-77.5% |