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 | $331,915 | $167,307+98.4% | $143,757+130.9% | $134,475+146.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -13.81% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $5,089 | $5,619-9.4% | $4,951+2.8% | $4,740+7.4% |
| Participant deferral / active EE | $11,115 | $6,446+72.4% | $5,637+97.2% | $6,400+73.7% |
| Admin fee / account holder | $472,217 | $18,088+2510.6% | $14,673+3118.3% | $11,426+4032.9% |