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 | $287,201 | $167,307+71.7% | $143,757+99.8% | $134,475+113.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -6.16% | 0.46%-6.6pp | -0.04%-6.1pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,556 | $5,619-72.3% | $4,951-68.6% | $4,740-67.2% |
| Participant deferral / active EE | $9,474 | $6,446+47.0% | $5,637+68.1% | $6,400+48.0% |
| Admin fee / account holder | $8,630 | $18,088-52.3% | $14,673-41.2% | $11,426-24.5% |