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 | $291,498 | $167,307+74.2% | $143,757+102.8% | $134,475+116.8% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -14.22% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $9,654 | $5,619+71.8% | $4,951+95.0% | $4,740+103.7% |
| Participant deferral / active EE | $8,355 | $6,446+29.6% | $5,637+48.2% | $6,400+30.6% |
| Admin fee / account holder | $2,972 | $18,088-83.6% | $14,673-79.7% | $11,426-74.0% |