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 | $405,444 | $167,307+142.3% | $143,757+182.0% | $134,475+201.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -14.89% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,883 | $5,619+40.3% | $4,951+59.2% | $4,740+66.3% |
| Participant deferral / active EE | $8,807 | $6,446+36.6% | $5,637+56.2% | $6,400+37.6% |
| Admin fee / account holder | $4,749 | $18,088-73.7% | $14,673-67.6% | $11,426-58.4% |