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 | $378,542 | $167,307+126.3% | $143,757+163.3% | $134,475+181.5% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -13.38% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,480 | $5,619-55.9% | $4,951-49.9% | $4,740-47.7% |
| Participant deferral / active EE | $7,128 | $6,446+10.6% | $5,637+26.5% | $6,400+11.4% |
| Admin fee / account holder | $1,920 | $18,088-89.4% | $14,673-86.9% | $11,426-83.2% |