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 | $463,123 | $167,307+176.8% | $143,757+222.2% | $134,475+244.4% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -17.51% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,515 | $5,619+15.9% | $4,951+31.6% | $4,740+37.5% |
| Participant deferral / active EE | $19,934 | $6,446+209.3% | $5,637+253.6% | $6,400+211.5% |
| Admin fee / account holder | $3,115 | $18,088-82.8% | $14,673-78.8% | $11,426-72.7% |