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 | $290,686 | $93,024+212.5% | $77,024+277.4% | $134,475+116.2% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -15.22% | 62.60%-77.8pp | 42.32%-57.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,956 | $3,418-13.5% | $2,812+5.1% | $4,740-37.6% |
| Participant deferral / active EE | $10,829 | $5,238+106.7% | $4,426+144.6% | $6,400+69.2% |
| Admin fee / account holder | $2,612 | $6,944-62.4% | $5,425-51.9% | $11,426-77.1% |