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 | $584,465 | $105,860+452.1% | $90,749+544.0% | $134,475+334.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -13.16% | -11.01%-2.1pp | -12.16%-1.0pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,723 | $3,462-21.3% | $2,921-6.8% | $4,740-42.5% |
| Participant deferral / active EE | $12,107 | $5,216+132.1% | $4,564+165.3% | $6,400+89.2% |
| Admin fee / account holder | $124,441 | $13,938+792.8% | $8,445+1373.6% | $11,426+989.1% |