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 | $269,647 | $73,867+265.0% | $143,757+87.6% | $68,494+293.7% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -14.50% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,590 | $3,184+44.2% | $4,951-7.3% | $2,596+76.8% |
| Participant deferral / active EE | $11,275 | $3,384+233.2% | $5,637+100.0% | $4,027+180.0% |
| Admin fee / account holder | $1,055 | $5,755-81.7% | $14,673-92.8% | $5,403-80.5% |