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 | $281,497 | $93,024+202.6% | $77,024+265.5% | $134,475+109.3% |
| Participation rate | 95.7% | 74.5%+21.2pp | 67.9%+27.7pp | 81.2%+14.4pp |
| Annual return | -17.13% | 62.60%-79.7pp | 42.32%-59.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,201 | $3,418-64.8% | $2,812-57.3% | $4,740-74.7% |
| Participant deferral / active EE | $10,215 | $5,238+95.0% | $4,426+130.8% | $6,400+59.6% |
| Admin fee / account holder | $5,180 | $6,944-25.4% | $5,425-4.5% | $11,426-54.7% |