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 | $384,795 | $167,484+129.8% | $151,611+153.8% | $134,475+186.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -9.87% | 7.80%-17.7pp | 3.33%-13.2pp | 417.96%-427.8pp |
| Employer contribution / active EE | $10,489 | $6,829+53.6% | $6,166+70.1% | $4,740+121.3% |
| Participant deferral / active EE | $8,267 | $8,986-8.0% | $8,363-1.1% | $6,400+29.2% |
| Admin fee / account holder | $27,959 | $13,783+102.9% | $11,616+140.7% | $11,426+144.7% |