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 | $272,098 | $100,754+170.1% | $86,677+213.9% | $134,475+102.3% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -15.81% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,308 | $3,489-33.9% | $2,836-18.6% | $4,740-51.3% |
| Participant deferral / active EE | $2,987 | $5,338-44.0% | $4,656-35.8% | $6,400-53.3% |
| Admin fee / account holder | $88,749 | $10,926+712.3% | $7,493+1084.4% | $11,426+676.7% |