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 | $296,365 | $190,805+55.3% | $159,960+85.3% | $134,475+120.4% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -12.32% | 552.23%-564.6pp | 408.60%-420.9pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,320 | $4,995-33.5% | $4,226-21.4% | $4,740-30.0% |
| Participant deferral / active EE | $19,000 | $6,923+174.4% | $6,182+207.3% | $6,400+196.9% |
| Admin fee / account holder | $63,018 | $10,471+501.8% | $8,698+624.5% | $11,426+451.5% |