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 | $267,886 | $167,307+60.1% | $143,757+86.3% | $134,475+99.2% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -17.12% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,094 | $5,619-9.4% | $4,951+2.9% | $4,740+7.5% |
| Participant deferral / active EE | $3,719 | $6,446-42.3% | $5,637-34.0% | $6,400-41.9% |
| Admin fee / account holder | $14,180 | $18,088-21.6% | $14,673-3.4% | $11,426+24.1% |