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 | $273,914 | $167,484+63.5% | $151,611+80.7% | $134,475+103.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -11.85% | 7.80%-19.7pp | 3.33%-15.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $4,392 | $6,829-35.7% | $6,166-28.8% | $4,740-7.3% |
| Participant deferral / active EE | $10,049 | $8,986+11.8% | $8,363+20.2% | $6,400+57.0% |
| Admin fee / account holder | $17,888 | $13,783+29.8% | $11,616+54.0% | $11,426+56.6% |