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 | $262,671 | $167,307+57.0% | $143,757+82.7% | $134,475+95.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.85% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,148 | $5,619-61.8% | $4,951-56.6% | $4,740-54.7% |
| Participant deferral / active EE | $5,857 | $6,446-9.1% | $5,637+3.9% | $6,400-8.5% |
| Admin fee / account holder | $37,212 | $18,088+105.7% | $14,673+153.6% | $11,426+225.7% |