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 | $263,888 | $167,484+57.6% | $151,611+74.1% | $134,475+96.2% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -16.61% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $5,386 | $6,829-21.1% | $6,166-12.7% | $4,740+13.6% |
| Participant deferral / active EE | $5,539 | $8,986-38.4% | $8,363-33.8% | $6,400-13.5% |
| Admin fee / account holder | $10,791 | $13,783-21.7% | $11,616-7.1% | $11,426-5.6% |