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 7-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 | $250,834 | $140,588+78.4% | $123,104+103.8% | $125,391+100.0% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -2.69% | 16.80%-19.5pp | 13.22%-15.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $3,062 | $6,041-49.3% | $5,151-40.6% | $4,866-37.1% |
| Participant deferral / active EE | $11,925 | $6,980+70.8% | $6,230+91.4% | $5,352+122.8% |
| Admin fee / account holder | $6,473 | $11,198-42.2% | $9,015-28.2% | $9,540-32.2% |