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 | $299,913 | $127,386+135.4% | $115,037+160.7% | $125,391+139.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.19% | 31.28%-32.5pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,719 | $5,166-47.4% | $4,608-41.0% | $4,866-44.1% |
| Participant deferral / active EE | $5,504 | $6,423-14.3% | $6,026-8.7% | $5,352+2.8% |
| Admin fee / account holder | $1,113 | $9,516-88.3% | $8,175-86.4% | $9,540-88.3% |