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 | $289,848 | $127,386+127.5% | $115,037+152.0% | $125,391+131.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -0.02% | 31.28%-31.3pp | 26.14%-26.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,535 | $5,166-31.6% | $4,608-23.3% | $4,866-27.3% |
| Participant deferral / active EE | $11,938 | $6,423+85.9% | $6,026+98.1% | $5,352+123.1% |
| Admin fee / account holder | $5,604 | $9,516-41.1% | $8,175-31.5% | $9,540-41.3% |