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 | $329,105 | $167,307+96.7% | $143,757+128.9% | $134,475+144.7% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -14.56% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,615 | $5,619-17.9% | $4,951-6.8% | $4,740-2.6% |
| Participant deferral / active EE | $7,402 | $6,446+14.8% | $5,637+31.3% | $6,400+15.7% |
| Admin fee / account holder | $28,962 | $18,088+60.1% | $14,673+97.4% | $11,426+153.5% |