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 | $270,547 | $167,307+61.7% | $143,757+88.2% | $134,475+101.2% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -14.46% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,369 | $5,619-75.6% | $4,951-72.3% | $4,740-71.1% |
| Participant deferral / active EE | $6,792 | $6,446+5.4% | $5,637+20.5% | $6,400+6.1% |
| Admin fee / account holder | $5,188 | $18,088-71.3% | $14,673-64.6% | $11,426-54.6% |