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 | $381,017 | $167,307+127.7% | $143,757+165.0% | $134,475+183.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -8.94% | 0.46%-9.4pp | -0.04%-8.9pp | 417.96%-426.9pp |
| Employer contribution / active EE | $3,401 | $5,619-39.5% | $4,951-31.3% | $4,740-28.2% |
| Participant deferral / active EE | $7,977 | $6,446+23.8% | $5,637+41.5% | $6,400+24.6% |
| Admin fee / account holder | $4,825 | $18,088-73.3% | $14,673-67.1% | $11,426-57.8% |