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 | $267,697 | $67,331+297.6% | $60,874+339.8% | $134,475+99.1% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.1%+3.8pp | 81.2%-4.3pp |
| Annual return | -13.76% | 49.93%-63.7pp | 16.90%-30.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,384 | $4,538+40.7% | $3,817+67.3% | $6,400-0.3% |
| Admin fee / account holder | $11,686 | $4,582+155.0% | $3,224+262.4% | $11,426+2.3% |