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 | $284,309 | $71,883+295.5% | $86,677+228.0% | $68,494+315.1% |
| Participation rate | 97.8% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -16.44% | 3.52%-20.0pp | 35.91%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $11,163 | $2,173+413.7% | $2,836+293.6% | $2,596+329.9% |
| Participant deferral / active EE | $6,196 | $3,779+64.0% | $4,656+33.1% | $4,027+53.9% |
| Admin fee / account holder | $3,748 | $6,112-38.7% | $7,493-50.0% | $5,403-30.6% |