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 | $268,078 | $167,484+60.1% | $151,611+76.8% | $134,475+99.4% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.5%+2.0pp | 81.2%+8.3pp |
| Annual return | -12.32% | 7.80%-20.1pp | 3.33%-15.7pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,999 | $6,829-41.4% | $6,166-35.1% | $4,740-15.6% |
| Participant deferral / active EE | $6,822 | $8,986-24.1% | $8,363-18.4% | $6,400+6.6% |
| Admin fee / account holder | $39,906 | $13,783+189.5% | $11,616+243.5% | $11,426+249.3% |