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 | $348,068 | $167,484+107.8% | $151,611+129.6% | $134,475+158.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.64% | 7.80%-26.4pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,177 | $6,829-53.5% | $6,166-48.5% | $4,740-33.0% |
| Participant deferral / active EE | $13,960 | $8,986+55.4% | $8,363+66.9% | $6,400+118.1% |
| Admin fee / account holder | $1,248 | $13,783-90.9% | $11,616-89.3% | $11,426-89.1% |