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 | $281,572 | $103,031+173.3% | $78,805+257.3% | $357,791-21.3% |
| Participation rate | 78.6% | 81.4%-2.8pp | 73.6%+5.0pp | 85.6%-7.0pp |
| Annual return | 16.08% | -11.97%+28.0pp | -2.71%+18.8pp | 396.79%-380.7pp |
| Employer contribution / active EE | $4,319 | $6,909-37.5% | $4,059+6.4% | $7,508-42.5% |
| Participant deferral / active EE | $10,409 | $5,060+105.7% | $3,584+190.4% | $5,521+88.5% |
| Admin fee / account holder | $3,176 | $5,883-46.0% | $5,677-44.0% | $28,387-88.8% |