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 | $259,290 | $211,958+22.3% | $169,463+53.0% | $135,375+91.5% |
| Participation rate | 78.9% | 82.6%-3.7pp | 77.8%+1.2pp | 82.6%-3.7pp |
| Annual return | -7.93% | 3.26%-11.2pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,291 | $6,075+69.4% | $5,277+95.0% | $5,609+83.5% |
| Admin fee / account holder | $17,593 | $11,471+53.4% | $9,109+93.1% | $10,827+62.5% |