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 | $275,965 | $59,805+361.4% | $79,550+246.9% | $68,494+302.9% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.5%+14.5pp | 67.9%+16.1pp |
| Annual return | -13.12% | -12.30%-0.8pp | 0.16%-13.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $5,076 | $1,505+237.3% | $2,413+110.4% | $2,596+95.5% |
| Participant deferral / active EE | $8,833 | $3,024+192.1% | $3,985+121.6% | $4,027+119.3% |
| Admin fee / account holder | $5,104 | $4,835+5.6% | $6,832-25.3% | $5,403-5.5% |