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 | $256,395 | $158,817+61.4% | $121,196+111.6% | $135,375+89.4% |
| Participation rate | 82.4% | 79.3%+3.1pp | 71.7%+10.6pp | 82.6%-0.3pp |
| Annual return | -7.67% | -0.64%-7.0pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,703 | $4,005+192.2% | $3,344+249.9% | $5,609+108.7% |
| Admin fee / account holder | $5,277 | $6,512-19.0% | $5,019+5.1% | $10,827-51.3% |