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 | $674,834 | $167,307+303.4% | $143,757+369.4% | $134,475+401.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -12.97% | 0.46%-13.4pp | -0.04%-12.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,312 | $5,619-58.9% | $4,951-53.3% | $4,740-51.2% |
| Participant deferral / active EE | $5,481 | $6,446-15.0% | $5,637-2.8% | $6,400-14.4% |
| Admin fee / account holder | $30,115 | $18,088+66.5% | $14,673+105.2% | $11,426+163.6% |