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 | $308,680 | $133,958+130.4% | $112,228+175.0% | $134,475+129.5% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -16.76% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,223 | $4,038+4.6% | $3,635+16.2% | $4,740-10.9% |
| Participant deferral / active EE | $4,226 | $5,291-20.1% | $4,728-10.6% | $6,400-34.0% |
| Admin fee / account holder | $13,455 | $7,489+79.7% | $6,410+109.9% | $11,426+17.8% |