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 | $385,944 | $167,307+130.7% | $143,757+168.5% | $134,475+187.0% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -16.71% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $6,078 | $5,619+8.2% | $4,951+22.8% | $4,740+28.2% |
| Participant deferral / active EE | $6,164 | $6,446-4.4% | $5,637+9.3% | $6,400-3.7% |
| Admin fee / account holder | $8,831 | $18,088-51.2% | $14,673-39.8% | $11,426-22.7% |