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 | $250,912 | $95,862+161.7% | $79,550+215.4% | $134,475+86.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -18.00% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,377 | $3,128-24.0% | $2,413-1.5% | $4,740-49.8% |
| Participant deferral / active EE | $8,020 | $4,693+70.9% | $3,985+101.2% | $6,400+25.3% |
| Admin fee / account holder | $1,028 | $9,126-88.7% | $6,832-84.9% | $11,426-91.0% |