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 | $350,330 | $167,307+109.4% | $143,757+143.7% | $134,475+160.5% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -10.25% | 0.46%-10.7pp | -0.04%-10.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $8,209 | $5,619+46.1% | $4,951+65.8% | $4,740+73.2% |
| Participant deferral / active EE | $8,890 | $6,446+37.9% | $5,637+57.7% | $6,400+38.9% |
| Admin fee / account holder | $8,568 | $18,088-52.6% | $14,673-41.6% | $11,426-25.0% |