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 | $289,137 | $57,354+404.1% | $83,848+244.8% | $64,186+350.5% |
| Participation rate | 91.9% | 68.6%+23.3pp | 76.1%+15.7pp | 69.6%+22.3pp |
| Annual return | -4.72% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,077 | $2,545+60.2% | $3,631+12.3% | $2,381+71.2% |
| Participant deferral / active EE | $10,024 | $2,993+234.9% | $4,082+145.6% | $3,470+188.9% |
| Admin fee / account holder | $19,329 | $4,046+377.8% | $5,478+252.8% | $4,888+295.4% |