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 | $302,525 | $100,754+200.3% | $86,677+249.0% | $134,475+125.0% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -17.46% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,985 | $3,489+14.2% | $2,836+40.5% | $4,740-15.9% |
| Participant deferral / active EE | $10,835 | $5,338+103.0% | $4,656+132.7% | $6,400+69.3% |
| Admin fee / account holder | $5,620 | $10,926-48.6% | $7,493-25.0% | $11,426-50.8% |