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 | $308,788 | $100,754+206.5% | $86,677+256.3% | $134,475+129.6% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -14.78% | 29.04%-43.8pp | 35.91%-50.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $12,090 | $5,338+126.5% | $4,656+159.7% | $6,400+88.9% |
| Admin fee / account holder | $6,422 | $10,926-41.2% | $7,493-14.3% | $11,426-43.8% |