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 | $321,731 | $110,094+192.2% | $151,611+112.2% | $68,494+369.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.24% | -10.12%-4.1pp | 3.33%-17.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $4,683 | $4,471+4.7% | $6,166-24.1% | $2,596+80.4% |
| Participant deferral / active EE | $5,670 | $6,527-13.1% | $8,363-32.2% | $4,027+40.8% |
| Admin fee / account holder | $33,243 | $7,719+330.7% | $11,616+186.2% | $5,403+515.3% |