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 | $684,477 | $167,307+309.1% | $143,757+376.1% | $134,475+409.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -11.23% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $1,983 | $5,619-64.7% | $4,951-59.9% | $4,740-58.2% |
| Participant deferral / active EE | $2,238 | $6,446-65.3% | $5,637-60.3% | $6,400-65.0% |
| Admin fee / account holder | $25,544 | $18,088+41.2% | $14,673+74.1% | $11,426+123.6% |