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 | $474,283 | $167,307+183.5% | $143,757+229.9% | $134,475+252.7% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -17.02% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $16,039 | $5,619+185.4% | $4,951+224.0% | $4,740+238.4% |
| Participant deferral / active EE | $9,457 | $6,446+46.7% | $5,637+67.8% | $6,400+47.8% |
| Admin fee / account holder | $7,592 | $18,088-58.0% | $14,673-48.3% | $11,426-33.6% |