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 | $544,092 | $167,307+225.2% | $143,757+278.5% | $134,475+304.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.94% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $9,083 | $5,619+61.7% | $4,951+83.5% | $4,740+91.6% |
| Participant deferral / active EE | $7,176 | $6,446+11.3% | $5,637+27.3% | $6,400+12.1% |
| Admin fee / account holder | $3,713 | $18,088-79.5% | $14,673-74.7% | $11,426-67.5% |