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 | $361,821 | $147,167+145.9% | $111,392+224.8% | $135,375+167.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 78.9%+1.1pp | 82.6%-2.6pp |
| Annual return | -2.08% | -4.44%+2.4pp | -2.06%0pp | 519.73%-521.8pp |
| Employer contribution / active EE | $24,500 | $5,204+370.8% | $4,328+466.1% | $4,779+412.7% |
| Participant deferral / active EE | $24,500 | $6,565+273.2% | $5,567+340.1% | $5,609+336.8% |
| Admin fee / account holder | $380,422 | $20,270+1776.8% | $12,266+3001.4% | $10,827+3413.6% |