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 4-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 | $316,079 | $167,307+88.9% | $143,757+119.9% | $134,475+135.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.39% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $13,072 | $5,619+132.6% | $4,951+164.0% | $4,740+175.8% |
| Participant deferral / active EE | $21,146 | $6,446+228.1% | $5,637+275.1% | $6,400+230.4% |
| Admin fee / account holder | $1,486 | $18,088-91.8% | $14,673-89.9% | $11,426-87.0% |