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 | $251,692 | $167,307+50.4% | $143,757+75.1% | $134,475+87.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.70% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $7,804 | $5,619+38.9% | $4,951+57.6% | $4,740+64.6% |
| Participant deferral / active EE | $3,508 | $6,446-45.6% | $5,637-37.8% | $6,400-45.2% |
| Admin fee / account holder | $3,046 | $18,088-83.2% | $14,673-79.2% | $11,426-73.3% |