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 | $607,668 | $167,307+263.2% | $143,757+322.7% | $134,475+351.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -6.78% | 0.46%-7.2pp | -0.04%-6.7pp | 417.96%-424.7pp |
| Employer contribution / active EE | $2,626 | $5,619-53.3% | $4,951-47.0% | $4,740-44.6% |
| Participant deferral / active EE | $12,495 | $6,446+93.9% | $5,637+121.7% | $6,400+95.2% |
| Admin fee / account holder | $16,877 | $18,088-6.7% | $14,673+15.0% | $11,426+47.7% |