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 | $408,969 | $167,307+144.4% | $143,757+184.5% | $134,475+204.1% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -13.41% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,538 | $5,619-19.2% | $4,951-8.3% | $4,740-4.3% |
| Participant deferral / active EE | $4,830 | $6,446-25.1% | $5,637-14.3% | $6,400-24.5% |
| Admin fee / account holder | $24,924 | $18,088+37.8% | $14,673+69.9% | $11,426+118.1% |