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 | $415,425 | $110,094+277.3% | $151,611+174.0% | $68,494+506.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 87.5%-0.8pp | 67.9%+18.8pp |
| Annual return | -17.31% | -10.12%-7.2pp | 3.33%-20.6pp | -7.84%-9.5pp |
| Employer contribution / active EE | $18,241 | $4,471+308.0% | $6,166+195.8% | $2,596+602.6% |
| Participant deferral / active EE | $16,701 | $6,527+155.9% | $8,363+99.7% | $4,027+314.7% |
| Admin fee / account holder | $30,627 | $7,719+296.8% | $11,616+163.7% | $5,403+466.9% |