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 | $476,092 | $167,484+184.3% | $151,611+214.0% | $134,475+254.0% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -13.65% | 7.80%-21.5pp | 3.33%-17.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $15,771 | $6,829+130.9% | $6,166+155.8% | $4,740+232.7% |
| Participant deferral / active EE | $9,544 | $8,986+6.2% | $8,363+14.1% | $6,400+49.1% |
| Admin fee / account holder | $6,497 | $13,783-52.9% | $11,616-44.1% | $11,426-43.1% |