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 | $251,311 | $167,307+50.2% | $143,757+74.8% | $134,475+86.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -16.77% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,803 | $5,619-50.1% | $4,951-43.4% | $4,740-40.9% |
| Participant deferral / active EE | $7,811 | $6,446+21.2% | $5,637+38.6% | $6,400+22.0% |
| Admin fee / account holder | $2,352 | $18,088-87.0% | $14,673-84.0% | $11,426-79.4% |