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 | $259,258 | $82,664+213.6% | $125,339+106.8% | $68,494+278.5% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -13.39% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,998 | $3,381-40.9% | $4,814-58.5% | $2,596-23.0% |
| Participant deferral / active EE | $10,694 | $6,110+75.0% | $7,446+43.6% | $4,027+165.6% |
| Admin fee / account holder | $5,638 | $6,275-10.2% | $10,010-43.7% | $5,403+4.4% |