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 3-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 | $389,042 | $167,307+132.5% | $143,757+170.6% | $134,475+189.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -15.44% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $12,170 | $5,619+116.6% | $4,951+145.8% | $4,740+156.8% |
| Participant deferral / active EE | $14,053 | $6,446+118.0% | $5,637+149.3% | $6,400+119.6% |
| Admin fee / account holder | $25,956 | $18,088+43.5% | $14,673+76.9% | $11,426+127.2% |