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 | $543,084 | $175,600+209.3% | $129,110+320.6% | $134,475+303.9% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.3%+10.2pp | 81.2%+6.3pp |
| Annual return | -15.88% | -11.39%-4.5pp | -10.94%-4.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $10,477 | $6,355+64.9% | $5,052+107.4% | $4,740+121.0% |
| Participant deferral / active EE | $6,298 | $7,975-21.0% | $6,542-3.7% | $6,400-1.6% |
| Admin fee / account holder | $1,395 | $23,567-94.1% | $14,302-90.2% | $11,426-87.8% |