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 | $486,096 | $167,307+190.5% | $143,757+238.1% | $134,475+261.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.68% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $8,994 | $5,619+60.1% | $4,951+81.7% | $4,740+89.8% |
| Participant deferral / active EE | $9,635 | $6,446+49.5% | $5,637+70.9% | $6,400+50.6% |
| Admin fee / account holder | $2,897 | $18,088-84.0% | $14,673-80.3% | $11,426-74.6% |