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 | $292,933 | $167,307+75.1% | $143,757+103.8% | $134,475+117.8% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -10.90% | 0.46%-11.4pp | -0.04%-10.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $6,377 | $5,619+13.5% | $4,951+28.8% | $4,740+34.5% |
| Participant deferral / active EE | $4,918 | $6,446-23.7% | $5,637-12.8% | $6,400-23.2% |
| Admin fee / account holder | $40,029 | $18,088+121.3% | $14,673+172.8% | $11,426+250.3% |