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 | $288,542 | $167,307+72.5% | $143,757+100.7% | $134,475+114.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.77% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $14,185 | $5,619+152.4% | $4,951+186.5% | $4,740+199.3% |
| Participant deferral / active EE | $6,121 | $6,446-5.0% | $5,637+8.6% | $6,400-4.4% |
| Admin fee / account holder | $11,436 | $18,088-36.8% | $14,673-22.1% | $11,426+0.1% |