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 | $349,301 | $167,307+108.8% | $143,757+143.0% | $134,475+159.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.79% | 0.46%-20.3pp | -0.04%-19.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,217 | $5,619-7.2% | $4,951+5.4% | $4,740+10.1% |
| Participant deferral / active EE | $4,871 | $6,446-24.4% | $5,637-13.6% | $6,400-23.9% |
| Admin fee / account holder | $4,569 | $18,088-74.7% | $14,673-68.9% | $11,426-60.0% |