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 | $317,596 | $100,754+215.2% | $86,677+266.4% | $134,475+136.2% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -11.89% | 29.04%-40.9pp | 35.91%-47.8pp | 417.96%-429.9pp |
| Employer contribution / active EE | $3,715 | $3,489+6.5% | $2,836+31.0% | $4,740-21.6% |
| Participant deferral / active EE | $12,066 | $5,338+126.0% | $4,656+159.2% | $6,400+88.5% |
| Admin fee / account holder | $1,283 | $10,926-88.3% | $7,493-82.9% | $11,426-88.8% |