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 | $301,361 | $167,307+80.1% | $143,757+109.6% | $134,475+124.1% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -17.97% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,310 | $5,619-58.9% | $4,951-53.4% | $4,740-51.3% |
| Participant deferral / active EE | $6,822 | $6,446+5.8% | $5,637+21.0% | $6,400+6.6% |
| Admin fee / account holder | $42,591 | $18,088+135.5% | $14,673+190.3% | $11,426+272.8% |