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 | $430,377 | $167,484+157.0% | $151,611+183.9% | $134,475+220.0% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.5%+2.0pp | 81.2%+8.3pp |
| Annual return | -16.04% | 7.80%-23.8pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,681 | $6,829-60.7% | $6,166-56.5% | $4,740-43.4% |
| Participant deferral / active EE | $6,352 | $8,986-29.3% | $8,363-24.0% | $6,400-0.7% |
| Admin fee / account holder | $25,837 | $13,783+87.5% | $11,616+122.4% | $11,426+126.1% |