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 | $338,351 | $167,307+102.2% | $143,757+135.4% | $134,475+151.6% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -9.61% | 0.46%-10.1pp | -0.04%-9.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,661 | $5,619-52.6% | $4,951-46.2% | $4,740-43.8% |
| Participant deferral / active EE | $6,164 | $6,446-4.4% | $5,637+9.3% | $6,400-3.7% |
| Admin fee / account holder | $9,948 | $18,088-45.0% | $14,673-32.2% | $11,426-12.9% |