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 | $268,541 | $167,484+60.3% | $151,611+77.1% | $134,475+99.7% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -11.06% | 7.80%-18.9pp | 3.33%-14.4pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,055 | $6,829-69.9% | $6,166-66.7% | $4,740-56.6% |
| Participant deferral / active EE | $4,553 | $8,986-49.3% | $8,363-45.6% | $6,400-28.9% |
| Admin fee / account holder | $859 | $13,783-93.8% | $11,616-92.6% | $11,426-92.5% |