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 | $339,821 | $95,862+254.5% | $79,550+327.2% | $134,475+152.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -0.31% | -2.69%+2.4pp | 0.16%-0.5pp | 417.96%-418.3pp |
| Employer contribution / active EE | $1,476 | $3,128-52.8% | $2,413-38.8% | $4,740-68.9% |
| Participant deferral / active EE | $8,762 | $4,693+86.7% | $3,985+119.9% | $6,400+36.9% |
| Admin fee / account holder | $8,366 | $9,126-8.3% | $6,832+22.4% | $11,426-26.8% |