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 | $285,559 | $59,805+377.5% | $79,550+259.0% | $68,494+316.9% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.5%+22.8pp | 67.9%+24.4pp |
| Annual return | -16.88% | -12.30%-4.6pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $16,536 | $1,505+998.8% | $2,413+585.3% | $2,596+536.9% |
| Participant deferral / active EE | $3,373 | $3,024+11.5% | $3,985-15.4% | $4,027-16.2% |
| Admin fee / account holder | $76,591 | $4,835+1484.2% | $6,832+1021.0% | $5,403+1317.6% |