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 | $289,317 | $167,307+72.9% | $143,757+101.3% | $134,475+115.1% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -16.99% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $7,909 | $5,619+40.7% | $4,951+59.7% | $4,740+66.9% |
| Participant deferral / active EE | $6,978 | $6,446+8.3% | $5,637+23.8% | $6,400+9.0% |
| Admin fee / account holder | $12,628 | $18,088-30.2% | $14,673-13.9% | $11,426+10.5% |