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 | $271,737 | $90,600+199.9% | $79,464+242.0% | $135,375+100.7% |
| Participation rate | 95.7% | 76.0%+19.6pp | 73.3%+22.3pp | 82.6%+13.0pp |
| Annual return | -6.72% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,306 | $3,068+40.4% | $2,800+53.8% | $4,779-9.9% |
| Participant deferral / active EE | $6,909 | $4,050+70.6% | $3,704+86.5% | $5,609+23.2% |
| Admin fee / account holder | $5,399 | $5,907-8.6% | $5,113+5.6% | $10,827-50.1% |