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 | $264,102 | $73,867+257.5% | $143,757+83.7% | $68,494+285.6% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -15.83% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,600 | $3,184-18.3% | $4,951-47.5% | $2,596+0.2% |
| Participant deferral / active EE | $4,344 | $3,384+28.4% | $5,637-22.9% | $4,027+7.9% |
| Admin fee / account holder | $3,287 | $5,755-42.9% | $14,673-77.6% | $5,403-39.2% |