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 | $308,827 | $167,307+84.6% | $143,757+114.8% | $134,475+129.7% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -14.91% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $8,677 | $5,619+54.4% | $4,951+75.3% | $4,740+83.1% |
| Participant deferral / active EE | $6,982 | $6,446+8.3% | $5,637+23.9% | $6,400+9.1% |
| Admin fee / account holder | $44,437 | $18,088+145.7% | $14,673+202.8% | $11,426+288.9% |