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 | $421,060 | $71,883+485.8% | $86,677+385.8% | $68,494+514.7% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -12.60% | 3.52%-16.1pp | 35.91%-48.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,258 | $2,173-42.1% | $2,836-55.6% | $2,596-51.5% |
| Participant deferral / active EE | $7,055 | $3,779+86.7% | $4,656+51.5% | $4,027+75.2% |
| Admin fee / account holder | $49,791 | $6,112+714.7% | $7,493+564.5% | $5,403+821.6% |