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 | $323,941 | $167,307+93.6% | $143,757+125.3% | $134,475+140.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.13% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $14,564 | $5,619+159.2% | $4,951+194.2% | $4,740+207.3% |
| Participant deferral / active EE | $12,869 | $6,446+99.7% | $5,637+128.3% | $6,400+101.1% |
| Admin fee / account holder | $1,778 | $18,088-90.2% | $14,673-87.9% | $11,426-84.4% |