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 | $337,892 | $95,862+252.5% | $79,550+324.8% | $134,475+151.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -15.32% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,410 | $3,128-23.0% | $2,413-0.1% | $4,740-49.2% |
| Participant deferral / active EE | $11,183 | $4,693+138.3% | $3,985+180.6% | $6,400+74.7% |
| Admin fee / account holder | $7,325 | $9,126-19.7% | $6,832+7.2% | $11,426-35.9% |