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 | $342,651 | $167,484+104.6% | $151,611+126.0% | $134,475+154.8% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -15.16% | 7.80%-23.0pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $6,579 | $6,829-3.7% | $6,166+6.7% | $4,740+38.8% |
| Participant deferral / active EE | $7,578 | $8,986-15.7% | $8,363-9.4% | $6,400+18.4% |
| Admin fee / account holder | $16,287 | $13,783+18.2% | $11,616+40.2% | $11,426+42.5% |