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 | $251,533 | $72,177+248.5% | $115,037+118.7% | $59,632+321.8% |
| Participation rate | 90.9% | 72.6%+18.4pp | 81.4%+9.5pp | 68.7%+22.2pp |
| Annual return | -1.72% | 12.02%-13.7pp | 26.14%-27.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $3,944 | $2,841+38.8% | $4,608-14.4% | $2,203+79.1% |
| Participant deferral / active EE | $7,112 | $4,783+48.7% | $6,026+18.0% | $3,192+122.8% |
| Admin fee / account holder | $2,941 | $4,927-40.3% | $8,175-64.0% | $4,297-31.5% |