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 | $254,219 | $167,307+51.9% | $143,757+76.8% | $134,475+89.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -14.59% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,089 | $5,619-62.8% | $4,951-57.8% | $4,740-55.9% |
| Participant deferral / active EE | $5,981 | $6,446-7.2% | $5,637+6.1% | $6,400-6.5% |
| Admin fee / account holder | $1,420 | $18,088-92.1% | $14,673-90.3% | $11,426-87.6% |