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 | $288,589 | $167,307+72.5% | $143,757+100.7% | $134,475+114.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.91% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,668 | $5,619-70.3% | $4,951-66.3% | $4,740-64.8% |
| Participant deferral / active EE | $5,763 | $6,446-10.6% | $5,637+2.2% | $6,400-10.0% |
| Admin fee / account holder | $2,836 | $18,088-84.3% | $14,673-80.7% | $11,426-75.2% |