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 | $284,693 | $82,032+247.1% | $123,104+131.3% | $59,632+377.4% |
| Participation rate | 90.9% | 83.2%+7.7pp | 86.8%+4.1pp | 68.7%+22.2pp |
| Annual return | -1.46% | 5.12%-6.6pp | 13.22%-14.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,642 | $3,297-19.9% | $5,151-48.7% | $2,203+20.0% |
| Participant deferral / active EE | $4,583 | $4,667-1.8% | $6,230-26.4% | $3,192+43.6% |
| Admin fee / account holder | $12,682 | $5,881+115.6% | $9,015+40.7% | $4,297+195.1% |