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 | $269,884 | $73,867+265.4% | $143,757+87.7% | $68,494+294.0% |
| Participation rate | 73.1% | 66.7%+6.4pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -13.87% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $7,308 | $3,184+129.5% | $4,951+47.6% | $2,596+181.5% |
| Participant deferral / active EE | $7,451 | $3,384+120.2% | $5,637+32.2% | $4,027+85.0% |
| Admin fee / account holder | $7,968 | $5,755+38.5% | $14,673-45.7% | $5,403+47.5% |