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 | $319,778 | $93,024+243.8% | $77,024+315.2% | $134,475+137.8% |
| Participation rate | 95.7% | 74.5%+21.2pp | 67.9%+27.7pp | 81.2%+14.4pp |
| Annual return | -18.50% | 62.60%-81.1pp | 42.32%-60.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $6,116 | $3,418+78.9% | $2,812+117.5% | $4,740+29.0% |
| Participant deferral / active EE | $6,686 | $5,238+27.6% | $4,426+51.1% | $6,400+4.5% |
| Admin fee / account holder | $10,848 | $6,944+56.2% | $5,425+100.0% | $11,426-5.1% |