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 | $286,315 | $127,386+124.8% | $115,037+148.9% | $125,391+128.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.66% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,108 | $5,166-59.2% | $4,608-54.2% | $4,866-56.7% |
| Participant deferral / active EE | $4,810 | $6,423-25.1% | $6,026-20.2% | $5,352-10.1% |
| Admin fee / account holder | $55,070 | $9,516+478.7% | $8,175+573.6% | $9,540+477.2% |