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 | $252,920 | $73,867+242.4% | $143,757+75.9% | $68,494+269.3% |
| Participation rate | 81.8% | 66.7%+15.2pp | 80.3%+1.5pp | 67.9%+13.9pp |
| Annual return | -13.61% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $12,373 | $3,184+288.6% | $4,951+149.9% | $2,596+376.6% |
| Participant deferral / active EE | $6,835 | $3,384+101.9% | $5,637+21.2% | $4,027+69.7% |
| Admin fee / account holder | $5,128 | $5,755-10.9% | $14,673-65.0% | $5,403-5.1% |