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 | $291,669 | $175,600+66.1% | $129,110+125.9% | $134,475+116.9% |
| Participation rate | 77.8% | 81.6%-3.8pp | 77.3%+0.5pp | 81.2%-3.4pp |
| Annual return | -16.35% | -11.39%-5.0pp | -10.94%-5.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $10,529 | $6,355+65.7% | $5,052+108.4% | $4,740+122.2% |
| Participant deferral / active EE | $5,410 | $7,975-32.2% | $6,542-17.3% | $6,400-15.5% |
| Admin fee / account holder | $4,655 | $23,567-80.2% | $14,302-67.5% | $11,426-59.3% |