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 | $279,512 | $100,754+177.4% | $86,677+222.5% | $134,475+107.9% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -17.68% | 29.04%-46.7pp | 35.91%-53.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,063 | $3,489-69.5% | $2,836-62.5% | $4,740-77.6% |
| Participant deferral / active EE | $12,359 | $5,338+131.5% | $4,656+165.5% | $6,400+93.1% |
| Admin fee / account holder | $16,296 | $10,926+49.1% | $7,493+117.5% | $11,426+42.6% |