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 | $333,354 | $167,484+99.0% | $151,611+119.9% | $134,475+147.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -18.62% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,348 | $6,829-36.3% | $6,166-29.5% | $4,740-8.3% |
| Participant deferral / active EE | $12,365 | $8,986+37.6% | $8,363+47.8% | $6,400+93.2% |
| Admin fee / account holder | $4,051 | $13,783-70.6% | $11,616-65.1% | $11,426-64.5% |