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 | $276,747 | $167,307+65.4% | $143,757+92.5% | $134,475+105.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.84% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,681 | $5,619-70.1% | $4,951-66.0% | $4,740-64.5% |
| Participant deferral / active EE | $6,129 | $6,446-4.9% | $5,637+8.7% | $6,400-4.2% |
| Admin fee / account holder | $13,499 | $18,088-25.4% | $14,673-8.0% | $11,426+18.1% |