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 | $338,802 | $167,307+102.5% | $143,757+135.7% | $134,475+151.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.85% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,655 | $5,619-70.6% | $4,951-66.6% | $4,740-65.1% |
| Participant deferral / active EE | $11,929 | $6,446+85.1% | $5,637+111.6% | $6,400+86.4% |
| Admin fee / account holder | $2,123 | $18,088-88.3% | $14,673-85.5% | $11,426-81.4% |