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 6-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 | $264,121 | $167,307+57.9% | $143,757+83.7% | $134,475+96.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -4.79% | 0.46%-5.2pp | -0.04%-4.7pp | 417.96%-422.8pp |
| Employer contribution / active EE | $9,701 | $5,619+72.6% | $4,951+95.9% | $4,740+104.7% |
| Participant deferral / active EE | $6,181 | $6,446-4.1% | $5,637+9.7% | $6,400-3.4% |
| Admin fee / account holder | $1,927 | $18,088-89.3% | $14,673-86.9% | $11,426-83.1% |