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 | $282,081 | $167,307+68.6% | $143,757+96.2% | $134,475+109.8% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -14.79% | 0.46%-15.3pp | -0.04%-14.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,797 | $5,619-14.6% | $4,951-3.1% | $4,740+1.2% |
| Participant deferral / active EE | $8,238 | $6,446+27.8% | $5,637+46.1% | $6,400+28.7% |
| Admin fee / account holder | $3,784 | $18,088-79.1% | $14,673-74.2% | $11,426-66.9% |