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 9-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 | $253,109 | $142,344+77.8% | $119,609+111.6% | $134,475+88.2% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -6.17% | -12.44%+6.3pp | -14.97%+8.8pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,127 | $5,222-78.4% | $4,232-73.4% | $4,740-76.2% |
| Participant deferral / active EE | $4,699 | $6,469-27.4% | $5,602-16.1% | $6,400-26.6% |
| Admin fee / account holder | $7,987 | $13,584-41.2% | $10,323-22.6% | $11,426-30.1% |