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 | $288,034 | $105,860+172.1% | $90,749+217.4% | $134,475+114.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.74% | -11.01%+0.3pp | -12.16%+1.4pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,365 | $3,462-31.7% | $2,921-19.0% | $4,740-50.1% |
| Participant deferral / active EE | $4,585 | $5,216-12.1% | $4,564+0.5% | $6,400-28.4% |
| Admin fee / account holder | $9,374 | $13,938-32.7% | $8,445+11.0% | $11,426-18.0% |