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 | $346,086 | $73,867+368.5% | $143,757+140.7% | $68,494+405.3% |
| Participation rate | 70.7% | 66.7%+4.0pp | 80.3%-9.6pp | 67.9%+2.8pp |
| Annual return | -14.51% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $6,132 | $3,184+92.6% | $4,951+23.9% | $2,596+136.2% |
| Participant deferral / active EE | $3,942 | $3,384+16.5% | $5,637-30.1% | $4,027-2.1% |
| Admin fee / account holder | $12,141 | $5,755+111.0% | $14,673-17.3% | $5,403+124.7% |