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 | $326,080 | $72,177+351.8% | $115,037+183.5% | $59,632+446.8% |
| Participation rate | 98.8% | 72.6%+26.3pp | 81.4%+17.4pp | 68.7%+30.1pp |
| Annual return | -0.34% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $5,388 | $2,841+89.6% | $4,608+16.9% | $2,203+144.6% |
| Participant deferral / active EE | $8,162 | $4,783+70.7% | $6,026+35.4% | $3,192+155.7% |
| Admin fee / account holder | $5,541 | $4,927+12.5% | $8,175-32.2% | $4,297+28.9% |