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 | $259,939 | $167,484+55.2% | $151,611+71.5% | $134,475+93.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -16.13% | 7.80%-23.9pp | 3.33%-19.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,901 | $6,829-42.9% | $6,166-36.7% | $4,740-17.7% |
| Participant deferral / active EE | $5,201 | $8,986-42.1% | $8,363-37.8% | $6,400-18.7% |
| Admin fee / account holder | $1,657 | $13,783-88.0% | $11,616-85.7% | $11,426-85.5% |