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 | $285,908 | $117,690+142.9% | $71,735+298.6% | $134,475+112.6% |
| Participation rate | 91.3% | 68.8%+22.5pp | 62.3%+29.0pp | 81.2%+10.1pp |
| Annual return | -15.81% | 25.44%-41.3pp | 9.14%-25.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,757 | $2,525+48.8% | $1,704+120.5% | $4,740-20.7% |
| Participant deferral / active EE | $8,298 | $3,759+120.7% | $2,658+212.2% | $6,400+29.7% |
| Admin fee / account holder | $13,396 | $6,379+110.0% | $3,974+237.1% | $11,426+17.2% |