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 | $283,294 | $167,307+69.3% | $143,757+97.1% | $134,475+110.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.22% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,886 | $5,619-48.6% | $4,951-41.7% | $4,740-39.1% |
| Participant deferral / active EE | $5,603 | $6,446-13.1% | $5,637-0.6% | $6,400-12.5% |
| Admin fee / account holder | $1,668 | $18,088-90.8% | $14,673-88.6% | $11,426-85.4% |