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 6-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 | $391,511 | $167,307+134.0% | $143,757+172.3% | $134,475+191.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -11.21% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $3,368 | $5,619-40.1% | $4,951-32.0% | $4,740-28.9% |
| Participant deferral / active EE | $6,466 | $6,446+0.3% | $5,637+14.7% | $6,400+1.0% |
| Admin fee / account holder | $18,711 | $18,088+3.4% | $14,673+27.5% | $11,426+63.8% |