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 | $326,137 | $133,958+143.5% | $112,228+190.6% | $134,475+142.5% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | -16.96% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $6,563 | $4,038+62.5% | $3,635+80.6% | $4,740+38.5% |
| Participant deferral / active EE | $13,862 | $5,291+162.0% | $4,728+193.2% | $6,400+116.6% |
| Admin fee / account holder | $11,614 | $7,489+55.1% | $6,410+81.2% | $11,426+1.6% |