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 | $313,360 | $167,307+87.3% | $143,757+118.0% | $134,475+133.0% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -12.49% | 0.46%-13.0pp | -0.04%-12.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $8,540 | $5,619+52.0% | $4,951+72.5% | $4,740+80.2% |
| Participant deferral / active EE | $7,937 | $6,446+23.1% | $5,637+40.8% | $6,400+24.0% |
| Admin fee / account holder | $10,750 | $18,088-40.6% | $14,673-26.7% | $11,426-5.9% |