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 | $347,989 | $167,307+108.0% | $143,757+142.1% | $134,475+158.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -8.56% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $2,058 | $5,619-63.4% | $4,951-58.4% | $4,740-56.6% |
| Participant deferral / active EE | $4,313 | $6,446-33.1% | $5,637-23.5% | $6,400-32.6% |
| Admin fee / account holder | $16,290 | $18,088-9.9% | $14,673+11.0% | $11,426+42.6% |