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 | $301,923 | $64,307+369.5% | $57,343+426.5% | $125,391+140.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 83.2%-8.2pp |
| Annual return | -1.77% | 25.12%-26.9pp | 24.39%-26.2pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,750 | $3,193-45.2% | $2,689-34.9% | $4,866-64.0% |
| Participant deferral / active EE | $15,003 | $3,848+289.9% | $3,162+374.4% | $5,352+180.4% |
| Admin fee / account holder | $6,834 | $5,242+30.4% | $3,356+103.6% | $9,540-28.4% |