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 | $311,494 | $167,307+86.2% | $143,757+116.7% | $134,475+131.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.78% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,283 | $5,619-23.8% | $4,951-13.5% | $4,740-9.6% |
| Participant deferral / active EE | $4,445 | $6,446-31.0% | $5,637-21.1% | $6,400-30.5% |
| Admin fee / account holder | $7,392 | $18,088-59.1% | $14,673-49.6% | $11,426-35.3% |