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 | $253,350 | $167,307+51.4% | $143,757+76.2% | $134,475+88.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -10.36% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $4,120 | $5,619-26.7% | $4,951-16.8% | $4,740-13.1% |
| Participant deferral / active EE | $12,256 | $6,446+90.1% | $5,637+117.4% | $6,400+91.5% |
| Admin fee / account holder | $4,123 | $18,088-77.2% | $14,673-71.9% | $11,426-63.9% |