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 | $299,109 | $167,307+78.8% | $143,757+108.1% | $134,475+122.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.42% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $4,596 | $5,619-18.2% | $4,951-7.2% | $4,740-3.0% |
| Participant deferral / active EE | $5,103 | $6,446-20.8% | $5,637-9.5% | $6,400-20.3% |
| Admin fee / account holder | $4,172 | $18,088-76.9% | $14,673-71.6% | $11,426-63.5% |