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 | $295,630 | $167,484+76.5% | $151,611+95.0% | $134,475+119.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.82% | 7.80%-22.6pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,346 | $6,829-65.6% | $6,166-61.9% | $4,740-50.5% |
| Participant deferral / active EE | $8,235 | $8,986-8.4% | $8,363-1.5% | $6,400+28.7% |
| Admin fee / account holder | $5,401 | $13,783-60.8% | $11,616-53.5% | $11,426-52.7% |