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 | $278,767 | $167,307+66.6% | $143,757+93.9% | $134,475+107.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.04% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,975 | $5,619-47.0% | $4,951-39.9% | $4,740-37.2% |
| Participant deferral / active EE | $6,918 | $6,446+7.3% | $5,637+22.7% | $6,400+8.1% |
| Admin fee / account holder | $3,058 | $18,088-83.1% | $14,673-79.2% | $11,426-73.2% |