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 | $280,298 | $167,307+67.5% | $143,757+95.0% | $134,475+108.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -12.86% | 0.46%-13.3pp | -0.04%-12.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,151 | $5,619-43.9% | $4,951-36.4% | $4,740-33.5% |
| Participant deferral / active EE | $10,918 | $6,446+69.4% | $5,637+93.7% | $6,400+70.6% |
| Admin fee / account holder | $121,134 | $18,088+569.7% | $14,673+725.6% | $11,426+960.2% |