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 9-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 | $268,359 | $167,307+60.4% | $143,757+86.7% | $134,475+99.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -19.79% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,860 | $5,619-49.1% | $4,951-42.2% | $4,740-39.7% |
| Participant deferral / active EE | $7,829 | $6,446+21.5% | $5,637+38.9% | $6,400+22.3% |
| Admin fee / account holder | $24,765 | $18,088+36.9% | $14,673+68.8% | $11,426+116.7% |