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 | $590,564 | $167,307+253.0% | $143,757+310.8% | $134,475+339.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -7.15% | 0.46%-7.6pp | -0.04%-7.1pp | 417.96%-425.1pp |
| Employer contribution / active EE | $1,630 | $5,619-71.0% | $4,951-67.1% | $4,740-65.6% |
| Participant deferral / active EE | $3,000 | $6,446-53.5% | $5,637-46.8% | $6,400-53.1% |
| Admin fee / account holder | $35,875 | $18,088+98.3% | $14,673+144.5% | $11,426+214.0% |