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 | $384,083 | $167,307+129.6% | $143,757+167.2% | $134,475+185.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.63% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $6,282 | $5,619+11.8% | $4,951+26.9% | $4,740+32.5% |
| Participant deferral / active EE | $8,107 | $6,446+25.8% | $5,637+43.8% | $6,400+26.7% |
| Admin fee / account holder | $3,471 | $18,088-80.8% | $14,673-76.3% | $11,426-69.6% |